We live in a country where the culture of “generational change” It is uncommon. Only 20% the Italian decided to “to decide” Unlike countries such as Britain (80%) or the US (50%).
This can be attributed to a lack of information, a superstitious attitude or the difficulties of the market in bringing about the numerous customer benefits. All this is accompanied by our Civil Code, where the articles governing the issue of succession dating back to 1942, so far from reflecting the evolution of society and current “types” of households now present.
But this need for planning also concerns the generational transfers of companies or the will to benefit a specific family member or even a “third” compared to the other entitled, always in compliance with applicable laws.
Organized by Eurovita, with chairman Nicola Ronchetti, Founder & CEO di FINER Finance Explorer.
Based on an analysis conducted on a cluster of advisors and their clients, will present what is now emerging in Italy in terms of succession, all enriched by their vision and an analysis of available tools.
See you at Salone del Risparmio!
Alex Gaetani