Wealth Without Borders Perspectives from Asia, Africa & Europe

PCD London Conference
17 June 2026

Andrea Vicari joined Guillaume Grisel and Caroline Cohen for a panel discussion exploring the key issues surrounding wealth planning in Italy, with a particular focus on the tax and legal implications of cross-border asset transfers.

Key topics covered

During the session, the panel addressed some of the most relevant considerations for high-net-worth individuals and families, including:

• The current attractiveness of the Italian tax regime for high-net-worth individuals (HNWIs)
• The key tax and legal considerations to be assessed before, or immediately following, a relocation to Italy
• The benefits and effectiveness of establishing foreign trusts prior to acquiring Italian tax residency
• The principal risks and challenges associated with managing wealth, families, and assets across multiple jurisdictions

The discussion examined both the opportunities and the complexities of cross-border estate and wealth planning, highlighting how careful and strategic structuring is often essential to preserving wealth over the long term while minimizing legal, tax, and administrative risks.


London