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Abstract The duty to account is often perceived as a technical requirement, yet it holds fundamental importance. The trust assets do not belong to the Trustee: they are entrusted to them and must be managed in the Beneficiary’s interest. Accounting ensures oversight of this mandate by providing transparency, control, and protection. Today, with trusts increasingly oriented toward the well-being of Beneficiaries,...

In the world of wealth planning, investment structures, and complex corporate transactions, three letters are gaining increasing attention: SPV, Special Purpose Vehicle. It’s not a technical whim or yet another convoluted structure; on the contrary, an SPV is an extremely useful tool for anyone looking to protect assets, isolate risks, and manage transactions efficiently. What is an SPV? An...

Abstract Deciding how your assets will be handled after your lifetime is more than a legal exercise; it is an...

Writing a will is not just a legal act: it is a gesture of care toward the people we love.In...

Paolo Gaeta & Associati presents the new Trust Guide for Private Bankers, a document designed to support banking networks and...

Paolo Gaeta & Associati is a trusted partner for Italian and international businesses and families, offering comprehensive financial, corporate, tax, and...

Italy isn’t just a place to invest—it’s a place to build something lasting. Whether you’re acquiring Italian real estate, establishing...

In recent years, the United Arab Emirates has strengthened its position as an international hub for family wealth management and...

In the world of wealth management, the concept of the trust has evolved far beyond its traditional boundaries. Once seen...
