- Balance Sheet Analysis
- Tax Planning
- Trusts and Trust Vehicles
Understanding Our Heritage to Plan for Its Future
Studio Forni assists high-net-worth individuals and families in assessing, analyzing, and organizing their financial situations.
The process begins with calculating your personal net asset value and preparing detailed reports that outline your assets, equity interests, investments, real estate, liabilities, and other financial obligations.
Based on this comprehensive approach, the firm assists clients with tax planning and the evaluation of trusts and fiduciary vehicles, coordinating with any professionals involved and ensuring confidentiality throughout all phases of the engagement.
Comprehensive Protection of Personal and Family Assets
Calculating Personal Net Asset Value
Mapping of Assets and Liabilities
Detailed Financial Reporting
Personal Tax Planning
Trust Structuring
Trust Vehicles and Professional Coordination
Do you have a complete picture of your assets?
From Heritage Restoration to Planning
Each assignment is carried out through a confidential and personalized process that aligns the client’s financial analysis with their tax and family goals.
Information Collection
We reconstruct assets, liabilities, equity interests, investments, real estate, financial relationships, and other relevant items.
Balance Sheet Analysis
Let's compare the available structures, highlighting their effects, advantages, conditions for applicability, and potential issues.
Structuring and Preparation
We organize the information and calculate your personal Net Asset Value, highlighting its composition, exposures, and major concentrations.
Setting Objectives
We take a closer look at your personal and family needs and identify the tax and financial priorities to consider.
Knowledge for Planning
Effective planning requires, first and foremost, a comprehensive understanding of one’s assets. Studio Forni transforms information scattered across assets, equity interests, real estate, and liabilities into a cohesive overview, which is useful for evaluating tax and asset-related decisions over time.
Every activity is carried out with due regard for confidentiality and the client’s personal and family circumstances.
Skills centered on cultural heritage
Wealth planning may involve international structures, real estate investments, and equity interests. Our firm brings together the expertise needed to provide a comprehensive overview.