Business Awards 2015 30 Best for Trusts Law & Estate Planning - Italy Vicari & Associati is an experienced and dedicated asset management firm which specialises in asset protection and estate planning. Company: Vicari & Associati Name: Andrea Vicari E-mail:
[email protected] Web Address: www.vicariassociati.com Address: Via A. Manzoni 25, 20121 Milano Telephone: 39 0289013102 Vicari & Associati The firm assist mainly private clients who include professionals, entrepre- neurs, business leaders, traders, artisans, intellectuals. This brings the firm into contact with a wide variety of estates from businesses, to privately owned estates or even inheritances. These clients want to preserve and protect its assets from creditors, making it impervious to marital affairs, make sure it is used to cope with all the adversity that could be envisaged in the course of their existence, adjust the allocation in favour of loved ones at the time of his death, avoid it because of family disputes. This heritage is organized by the firm, in order to ensure their conservation and transmission for generations and protection from external aggression, us- ing the most sophisticated and efficient legal instruments, with the experience of their lawyers and notaries. Although they deal with a wide variety of clients and estates, the firm has a very defined area of expertise. “We do not deal with asset management or investment advisory but we organize the assets in order to ensure its preservation for generations and protection from external aggression, using the most sophisticated and efficient legal instruments.” Despite operating with a high regard for modern rules and regulations, the firm’s vocation for the organization and planning of heritage has roots far back in time. “In the mid-nineties, in Italy, the trust was an instrument unknown to many. Andrea Vicari, a founding member of the Vicari & Associati, driven by the desire to deepen the theoretical and technical profiles of the trust went to the United States, where he earned first a master (Harvard), and became Doctor of the Juridical Science (Cornell), specializing in this discipline. “When, in 2001, the first group of Vicari & Associates was formed, these experiences form the foundation of professional practice today. Since that time, many problems were addressed, many solutions made estate planning, many innovative applications of the trust developed, many of our successes in cases relating to asset protection structures in the courts and to the arbitration national and International. “ “The trust law remains a pillar of our practice, so that Andrea Vicari has contributed to the drafting of the first law in Italian on trust, that the Republic of San Marino (2005) and the full and reform (2010), which was extender with Prof. Maurizio Lupoi, collaborating in the drafting of the Constitutional Act for the establishment of the Court for the trust and fiduciary relations of the Republic of San Marino.” In addition to their work as top estate planners the firm is also an authority within this industry, and members of the firm regularly contribute to the global knowledge on the subject through publishing articles on their work The firm also has a library in which there are about 5000 volumes, including the most authoritative texts English, American, South African, Australian and New Zealand, as well as Italian and French, the last century, in terms of comparative law of trusts. There are monographs, magazines, treaties, commentaries, legal encyclopae- dias, Italian and foreign, dealing with statutory instruments of heritage protec- tion, but also to protect creditors in the face of technical protection, the right of inheritance and gift tax and company law, tax law, as well as higher studies regarding issues related to generational transfer of wealth and business. On 31 January 2014, the catalogue of the library, now part of the National Library, has officially joined the national catalogue OPAC SBN. The online catalogue currently contains thousands of volumes but will need a few more months to complete the entry process. The firm has grown significantly since its inception, and has now become an award winning leader in both its market and its region. “Over time, our practice has led us to expertly handle all the tools of articula- tion of the heritage, developing, with awareness, a unique working method in the Italian experience. “Stopping to reflect on progress made, we realized that this has led us further than we had set: aspired to be the best experts of the trust, we have become engineers Heritage, experts in organization and estate planning.”