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
Foundations
Trust and trustee companies
Our approach
Global network