…the succession, this unknown!

Last week I had communicated my participation, as part of the Salone del Risparmio to the lecture given by Eurovita SpA The dilemma of the Italian – How to balance the capital needs and succession with the issue of costs.

Here's what came out on the issue of succession:

· Compared to Europe (50%), in Italian (20%) less than half deals with the issue of succession;

· The situation does not change if we talk about business. In fact, in comparison between the general public and business owners they have thought about succession 20% the first and 30% seconds;

· The issue of succession is faced with a superstitious attitude in Italy, while in the rest of Europe there is a greater sensitivity to plan their succession.

In general, therefore, talk of succession in our country, It is not only a taboo for 20% della popolazione. But only 5% He has faced in practice. This is also because only 1% received a proposal for an estate planning service.

Since today 11 millions of Italians do not have an investment adviser, There is no room for this role, preferably independent - whose number of subscribers continues to grow Albo – to sensitize, train and inform citizens so that expected to schedule time for the succession of its assets.


But before, They will break down the well-known ancestral luck that has always characterized Italians, for which just an exorcism to remove the source of the problem.

Alex Gaetani

Source: Data extracted from the slides presented during the conference Eurovita

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