Eric a self-made entrepreneur, experienced a sudden increase in wealth due to his successful tech venture. He considered several jurisdictions and finally decided to relocate to Italy due to the favourable climate, to experience the Italian lifestyle, enjoy a villa he bought and take advantage of the tax regime. When we met him, he was already in Italy. He needed support in his transition in both relocating but also incorporating a review of his family’s affairs, succession and estate planning. He wanted peace of mind that his affairs both in the present and future were considered and to provide him with the flexibility and the bandwidth to pursue his interests which is to continue to explore innovations in tech and to invest in new projects.
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