The delicate process of changing business leadership, if conducted efficiently, can represent an opportunity for evolution and enhancement of the company.

Generational transition is a critical moment for family-run businesses as it involves the transfer of ownership and management of the company from one generation to the next. In the planning phase, it is necessary to evaluate all variables – entrepreneurial, estate, financial, and tax – that influence the process and determine the company’s continuity.

The independent financial advisor, called to assist the family in the concrete realization of the project, plays a crucial role in choosing the many tools available, each characterized by benefits and legal and fiscal constraints.