Riccardo Barone
Riccardo Barone
Partner | Tavecchio & Associati
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Trusts: Planning
Tax Advisory
Office Location
Italy
Short Biography
Riccardo advises Italian and international clients on tax planning matters, cross-border taxation, private wealth management, trusts and estate planning matters. His clients include HNWIs, families, trustees and family offices. He was admitted to the Association of Chartered Accountants in 2017, after graduating at the Bocconi University in Milan. He also obtained a Master degree in Tax Law from the University Cattolica del Sacro Cuore in Milan.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Raul-Angelo Papotti
Raul-Angelo Papotti
Partner, head of tax | Chiomenti
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Trusts: Planning
Tax Advisory
Office Location
Italy
Short Biography
Head of Chiomenti Tax practice and of Advisory department, Raul-Angelo advises on all areas of tax law, with particular emphasis on international tax law. He has a special expertise in the taxation of trusts and tax planning structures, and in estate planning, advising corporate and private clients alike. Clients include investment banks, private banks, corporates as well as high net worth individuals, families and family offices.He is author of many publications on international tax and estate planning matters and is frequent speaker at the most prestigious domestic and international congresses. Raul-Angelo is ranked as a leading expert in the foremost international legal guides such as Chambers, Legal 500 and Who’s Who Legal.
What is your favorite restaurant to take a client or colleague to?
Langosteria in St. Moritz
What is the best piece of advice you have ever received?
Be kind to people
What was your first job?
Lawyer
What is the book you recommend to everyone?
Casanova's Homecoming, by Arthur Schnitzler
What changes do you expect to see in your practice over the next year?
More sophisticated cross-border matters with even more interplay between private client and corporate aspects.
Paolo Giacometti
Paolo Giacometti
Partner | Chiomenti
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Family Governance and Business
Tax Advisory
Office Location
Italy
Short Biography
Paolo is a partner at Chiomenti, a leading Italian law firm. His practice covers a wide range of private client matters, including tax advisory, succession planning and family governance. Paolo's practice mostly focuses on international matters; he assists a number of Italian HNWI's and family offices with a variety of cross-border ramifications, as well as foreign individuals, families and trustees in respect of their Italian assets and investments.
What is your favorite restaurant to take a client or colleague to?
Il Ristrorante at Bulgari hotel in Milan
What is the best piece of advice you have ever received?
Always try to get in your client's shoes, think as if his matter was yours
What was your first job?
Selling books door-to-door to subscribers of a mail order catalogue
What is the book you recommend to everyone?
Le petit prince
What changes do you expect to see in your practice over the next year?
Nicola Saccardo
Nicola Saccardo
Partner | Charles Russell Speechlys
JURISDICTION
TOP SPECIALISMS
Family Office
Relocation and Cross-Border Advisory
Tax Advisory
Office Location
United Kingdom
Short Biography
Nicola is admitted to practise in Italy as lawyer and chartered accountant and in England and Wales as solicitor. He practises Italian tax law, with focus on taxation of trusts, estates and HNWIs; relocation of HNWIs; cross-border tax structuring; and international and EU tax law. He is the Chair of the Tax Committee of the International Academy of Estate and Trust Law, a member of the International Estate Planning Committee of the American College of Trust and Estate Counsel and the Chair of the International Client Global SIG Steering Committee of STEP. He is the editor of the International Family Offices Journal and the book Global Mobility of Ultra-High-Net-Worth Individuals, both published by Globe Law & Business Limited and STEP. He is the co-editor of the book Family Offices, published by Globe Law & Business Limited and STEP, and the co-editor of the book International Succession Laws, published by Bloomsbury.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Marta Silvia Cenini
Marta Silvia Cenini
prof. avv. | Maisto e Associati
JURISDICTION
TOP SPECIALISMS
Art and Cultural Property
Estates: Planning
Trusts: Contentious
Office Location
Italy
Short Biography
Marta Cenini, of Counsel of Maisto e Associati, is associate professor of civil law at the University of Insubria and lawyer. Her fields of expertise are trusts and fiduciary relations, law of donation and succession, art law, corporate law. She has extensive experience in protection, valorization and generational transfer of movable and immovable family assets, family business and artistic assets both domestically and internationally. She has also developed a particular expertise in inheritance and trust litigation, also acting in cross-border and international cases. She is an expert of art law and arbitrator at the Venice Chamber of Arbitration, Art Section and at the Aja Court of Arbitration for Art (CAFA). She is full member of STEP and member of the leading Italian associations of university professors. Marta authored three books and several articles published in academic journals in the areas of succession law, trusts and estate law, art law.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Marco Cerrato
Marco Cerrato
Lawyer | Maisto e Associati
JURISDICTION
Italy
TOP SPECIALISMS
Family Office
Relocation and Cross-Border Advisory
Tax Advisory
Office Location
Italy
Short Biography
Marco Cerrato, partner of Maisto e Associati, is an Italian lawyer who assists corporate and individual clients on contentious and not contentious matters related to domestic and international tax law. He is retained by banks, family offices, trustees and individuals for generational planning, lifetime asset transfers and ownership structures, transfer of residence to/from Italy and taxation/structuring of art collections and philanthropic activities, having developed wide-spanning expertise in those areas. He holds an LLM in Tax from the London School of Economics and Political Science and is scientific co-director of the advanced training course on the Protection, Transmission and Management of Family Estates jointly organized by Step Italy and the Università Cattolica del Sacro Cuore. He acted as consultant to the Italian Government in 2015-2016 on various tax matters. Marco has been the Chair of STEP Italy in 2020-2023 and is currently Deputy Chair of STEP Europe.
What is your favorite restaurant to take a client or colleague to?
Langosteria in Milan
What is the best piece of advice you have ever received?
That the reward for those who work hard and work well is additional work. This is one of my father’s teaching, which I am trying to transfer to my three kids.
What was your first job?
I have always been working as a lawyer (and I am still here after thirty years!)
What is the book you recommend to everyone?
Any book by Parag Khanna.
What changes do you expect to see in your practice over the next year?
The progressive collapsing of those structures originally created for privacy reasons, but that are now becoming anachronistic due to the recent trends in the AML/tax legislations aimed at increasing transparency (lastly, the registries of beneficial ownership).
Lorenzo Ferro
Lorenzo Ferro
Associate | Chiomenti
JURISDICTION
TOP SPECIALISMS
Art and Cultural Property
Immigration
Tax Advisory
Office Location
Italy
Short Biography
Associate of Chiomenti tax department, Lorenzo advises Italian and international clients on tax planning matters, cross-border taxation, private wealth management, trusts and estate planning matters. His clients include prominent HNWIs, families and family offices, as well as Italian and foreign multinationals. He is enrolled in the Milan Bar and regularly authors publications on domestic and international tax matters. Lorenzo previously worked for 2 years at an Sino-American law firm in Shanghai, China.
What is your favorite restaurant to take a client or colleague to?
I am going to say La Pobbia in Milan. Run by a family since WWII, most authentic place in Milan (plus a couple of original FONTANA are on the walls while you eat and drink red wine)
What is the best piece of advice you have ever received?
You are what you give
What was your first job?
Waiter at a Bar in Florence. Almost as stressful as being a lawyer!
What is the book you recommend to everyone?
Crime and Punishment by Fyodor Dostoevsky
What changes do you expect to see in your practice over the next year?
I am expecting a further increase in the interplay between different areas such as tax, estate planning and immigration. Cross knowledge will become more and more essential
Joanna Poole
Joanna Poole
Partner | Farrer & Co
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Guardianship and Mental Capacity
Trusts: Contentious
Office Location
London, United Kingdom
Short Biography
Joanna is a partner in Farrer & Co's Contentious Trusts and Estates team. She advises trustees, beneficiaries and charities on the full range of onshore and offshore contentious trusts and estates matters. Clients come to Joanna for assistance with probate claims, claims under the Inheritance (Provision for Family and Dependents) Act 1975, constructive trust claims, proprietary estoppel claims and breach of trust claims. She has particular experience of defending the validity of trusts against third party attacks on grounds such as sham. She also advises on professional negligence claims against trustees, lawyers and accountants where there is a trust or estates angle.
What is your favorite restaurant to take a client or colleague to?
Spring @ Somerset House
What is the best piece of advice you have ever received?
Never deliver bad news on a friday if you can avoid it!
What was your first job?
Working at the local SeaLife Centre
What is the book you recommend to everyone?
Mary Kondo's The Life Changing Magic of Tidying Up!
What changes do you expect to see in your practice over the next year?
Adapting to the presence of AI
Giorgia Zanetti
Giorgia Zanetti
Associate | Maisto e Associati
JURISDICTION
TOP SPECIALISMS
Tax Advisory
Office Location
Italy
Short Biography
Giorgia is a member of the Chartered Accountants Association in Milan; she joined Maisto in 2007 after graduating in Law and Business Administration at the Bocconi University of Milan. Her areas of expertise are international tax law, personal and estate planning, trusts and taxation of individuals. She also assists clients in potential tax controversies and tax dispute resolutions through settlements.
What is your favorite restaurant to take a client or colleague to?
A truly classic Milanese experience: Ristorante Boeucc in Milan
What is the best piece of advice you have ever received?
Listen first, speak second
What was your first job?
What is the book you recommend to everyone?
The magic mountain by Thomas Mann
What changes do you expect to see in your practice over the next year?
Increasing tendency to transparency, efficiency and compliance in estate planning structures
Giovanni Cristofaro
Giovanni Cristofaro
Partner | Chiomenti
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Family Governance and Business
Trusts: Planning
Office Location
Italy
Short Biography
Giovanni Cristofaro advises Italian and international clients on matters concerning planning, management and use of family assets (including company shareholdings and artworks) with a focus on family wealth planning, including succession, intra-family wealth transfers and trusts. He joined Chiomenti in 2006 and became a partner in 2017.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?