Whatever you wish for your wealth, we can tailor a plan that reflects your priorities and particular circumstances

Caldara & Associati is a tax and legal advisory firm operating in Milan and Florence.

The firm is particularly focused on the world of wealth planning, assisting financial intermediaries (asset management companies, banks and trust companies), individuals, family holding companies, foundations and trustee companies, with both tax and legal advice.

Thanks to its membership in the international ITSG network, C&A is able to assist its clients not only with domestic but also cross-border issues.

The simultaneous presence of both accountants and lawyers allows C&A to provide “tailor-made” solutions to its clients, supporting them in the most important decisions, such as generational transitions, purchase and sale of share packages, family relocation, charity activities, etc.

Areas of expertise

  • Financial taxation
  • Real estate taxation
  • Inheritance, estateĀ  and gift tax
  • Private and family law
  • Tax litigation
  • Trusts
  • Family Offices
  • Start-ups

Our Clients

Financial intermediaries (Investments company, banks and fiduciary companies)
Individuals (rantiers, entrepreneurs, managers, athletes )
Family holding companies
Trust and trustee companies

Our approach

We believe that the world of wealth planning needs a 360-degree approach, combining tax and legal variables, in a perspective that is not only domestic but increasingly cross-border.

Global network

C&A is a member of ITSG, a network of tax specialists present in over 50 countries worldwide (http://www.itsgnetwork.com/itsg/index.asp).