Real Estate & Art Holdings

Acquisition, structuring, and management of luxury homes and art collections in Italy.

Support in the acquisition of luxury residential homes (Milan, Lake Como, Tuscany, Costa Smeralda) and in the management of art collections and collectibles. Selection of tax-efficient holding structures and coordination with specialist advisors — real estate agents, galleries, art experts, appraisers, fiduciaries — for integrated oversight of real assets.

Who it's for

Who this practice serves.

Typical client

New residents as buyers

UHNWI relocating to Italy seeking a primary luxury residence (Milan, Lake Como, Tuscany, central Rome, Costa Smeralda) and wishing to integrate art collections transferred or built in Italy into the wealth design.

Typical client

Families with real assets

Resident families with a portfolio of luxury real estate and significant art collections looking to optimize the holding structure, set asset allocation principles, and design the generational transition of real assets.

Typical client

Collectors and patrons

Art collectors, founders of private foundations, and patrons seeking advisory on acquisition, management, enhancement, and tax protection of artworks, manuscripts, collectibles, and archives.

What we do

What we do.

  • Search and due diligence on luxury residential properties in the principal Italian locations.
  • Advisory on acquisition, enhancement, and management of art collections and collectibles (paintings, sculpture, design, manuscripts, photography).
  • Efficient holding structures for real assets — direct purchase, real estate holding, trust, private foundation, loan to museum foundations.
  • Coordination with notaries, architects, appraisers, galleries, and art experts on closing, appraisals, and ongoing management.
  • Integrated asset allocation — weight of real assets (real estate + art) within the overall wealth strategy.
  • Generational transition of real estate and collections — gifts, trusts, family pacts, balancing across heirs.

The method

How we work.

01

Wealth profiling

Definition of scope: target locations and property types, collecting segments of interest (period, area, authors), available budget, and time horizon. Mapping of boutique agencies, galleries, and relevant auction houses.

02

Due diligence

For real estate: title, urban planning, compliance, building systems, value-enhancement potential, coordination with architect, structural engineer, appraiser. For artworks: provenance, authentication, condition report, museum constraints, independent appraisals.

03

Tax structuring

Selection of the most efficient holding vehicle — direct purchase, real estate holding, trust, private foundation, museum loan. For real estate: IMU, IRPEF, transfer taxes. For art: VAT regime, museum exemptions, export constraints, and cultural-interest declarations.

04

Closing and management

For real estate: deed of sale, international payments, utility activation, property manager selection. For art: specialist transport, all-risk insurance, museum storage or vault, conservation, and active catalog management.

Output

What we deliver.

Every mandate concludes with concrete, formal, and archivable deliverables.

  • Long-list and short-list of profiled properties
  • Technical and legal due diligence report
  • Holding structure memorandum
  • Closing coordination