Our Expertise
Notarial expertise. Advice tailored to your needs.
We advise individuals, businesses and investors on corporate, real estate and succession matters, combining in-depth legal knowledge with a personal, responsive approach.
Our notaries work closely with a specialist team to understand each client’s circumstances and objectives. From a property purchase to a corporate reorganisation or the transfer of family wealth, we provide clear advice and handle the notarial requirements with care and precision.
Professional expertise, modern working methods and personal attention underpin every matter we undertake.
Corporate Law
Company formation, governance and reorganisations
We advise businesses throughout their lifecycle, from formation and capital raising to corporate reorganisations and changes of ownership.
We assist with the formation of Italian limited liability companies (S.r.l.), joint-stock companies (S.p.A.), general partnerships (S.n.c.), limited partnerships (S.a.s.) and partnerships limited by shares (S.a.p.a.), helping clients choose a structure suited to their needs.
Our work covers amendments to articles of association, increases and reductions of share capital, mergers, demergers and changes of legal form. We also handle the notarial aspects of dissolution, liquidation and transfers of shares and other equity interests.
We advise on convertible bonds, other debt securities, participatory financial instruments under Italian law, stock options and warrants.
Working with private equity and venture capital funds, we assist innovative start-ups and SMEs, with particular attention to the formalities and legal requirements applicable to each transaction.
Start-ups & Venture Capital
Legal structures for growth and investment
We work with founders, innovative start-ups and SMEs, and venture capital investors, providing notarial advice from incorporation through successive stages of growth.
We advise on the choice of corporate structure and prepare the incorporation documents and articles of association, with a focus on governance arrangements suited to the business.
We handle the registration formalities required to establish the company, allowing founders to concentrate on developing it.
Equity incentives and investment instruments
We assist with stock option plans and the terms governing financial instruments, helping businesses structure incentives that align the interests of their teams with the company’s development.
Our approach combines technical advice with practical support throughout the life of the business.
Mergers & Acquisitions
Business acquisitions and transfers of equity interests
We handle the notarial aspects of acquisitions of businesses, shares and other equity interests, with close attention to transaction structure and financing.
Our advice covers the corporate, tax and formal requirements of each transaction. We work with the parties and their advisers throughout the process, including the coordination of complex closings.
Transaction execution and escrow
We provide advice and practical assistance at completion, whether the transaction involves corporate interests or real estate assets.
We also act as escrow agent, holding and releasing funds in accordance with the agreed terms. Clear arrangements, accurate documentation and careful coordination are central to our work.
Banking & Finance
Financing transactions, security and debt restructuring
We provide notarial advice to banks, investment firms, fund managers and other financial institutions on financing transactions and the related security arrangements.
Our clients include Italian investment firms (SIM), asset management companies (SGR), investment funds, investment companies with variable or fixed capital (SICAV and SICAF), and financial intermediaries regulated under Article 106 of the Italian Consolidated Banking Act (TUB).
Working alongside international law firms and other advisers, we assist with acquisition finance, structured finance, real estate finance, project finance and debt restructuring. We also act for leasing and factoring companies.
Security and notarial title reports
We have particular experience in the security arrangements associated with financing transactions, including the relevant formalities and tax implications.
We apply legal design principles to notarial reports on title and encumbrances covering the preceding twenty years (relazioni notarili ventennali), presenting technical findings in a clear, accessible format.
Real Estate & Investment Funds
Property acquisitions, disposals and development
We advise on residential and commercial property transactions, from purchases by individuals to acquisitions and disposals of real estate portfolios by institutional investors.
Our work includes the sale and purchase of homes, offices, agricultural land and development land, contributions of property to real estate funds, and portfolio transactions.
We assist developers and housing cooperatives with land acquisitions, planning agreements, mortgage financing, condominium regulations and the initial deeds establishing the framework for subsequent sales within a development.
From preliminary agreement to completion
We prepare sale and mortgage deeds and advise private clients throughout the purchase process. Our checks cover title and encumbrances, cadastral records, planning compliance and energy-performance requirements.
We assist Italian and international fund managers with property acquisitions and disposals and the replacement of fund managers.
In collaboration with law firms and other advisers, we prepare notarial reports on title and encumbrances covering the preceding twenty years (relazioni notarili ventennali).
Estate Planning & Trusts
Succession and the transfer of family wealth
We advise individuals and families on succession planning and the transfer of wealth between generations, taking account of both civil-law and tax considerations.
We prepare deeds of gift and wills and advise on trusts, Italian family business succession agreements (patti di famiglia) and arrangements dedicating assets to a specified purpose under Italian law (vincoli di destinazione).
We help clients understand the available structures and their tax implications, with advice tailored to the family’s circumstances and objectives.
Succession matters
We prepare and file Italian inheritance tax returns and assist with the associated formalities.
We also advise on the division of estates, including where beneficiaries disagree, seeking agreed solutions that balance the interests involved and reduce the risk of future disputes.
Non-profit Organisations
Legal structures for non-profit activities
We advise associations, foundations and other non-profit organisations on the legal structures available under Italian law and the requirements applicable to their activities.
The sector encompasses organisations pursuing charitable, welfare, cultural, healthcare, recreational, social, sporting and other objectives. Article 18 of the Italian Constitution protects freedom of association.
A structure suited to your objectives
We assist clients in choosing between associations with or without legal personality, foundations, committees and social enterprises.
Our advice takes account of each organisation’s purposes and requirements, helping clients balance differing needs and meet the relevant legal and administrative formalities.
Escrow Arrangements
Holding and releasing funds on agreed terms
We act as escrow agent for Italian and international clients, providing support during negotiations, preliminary arrangements and transaction closings.
We work with banking partners selected by our clients or recommended by us to establish arrangements appropriate to each transaction.
Escrow agreements and accounts
We prepare escrow agreements and arrange dedicated accounts, specifying the conditions on which funds are to be held and released. Payments are made in accordance with the agreed instructions.
Related agency and custody arrangements
We also act under mandates authorising us to represent clients in sales of real estate or equity interests, hold pledged share certificates on behalf of financing banks, and hold schedules of assigned receivables in custody in connection with securitisations.
Each arrangement is governed by its specific terms, with careful attention to the parties’ respective rights and obligations.
