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We wisely combine the innovative applications of the traditional tools of the Italian legal system with the trust, the champion-tool of estate organising and planning.
Patrimonial engineering takes advantage of the tools offered by both Italian and foreign law, and it is led by precise methodological rules. Each tool must be evaluated regarding its attitude towards producing:

i) PROTECTION WITHIN THE FAMILY, i.e. the ability to make a patrimony indifferent to the matrimonial property regime of both the individual who intends to allocate such patrimony and of its beneficiaries. A structure that pursues such target permits the patrimony to be excluded from the joint estate of the spouses, and not to be evaluated in determining the maintenance allowance if the spouses legally separate or the alimony if they divorce;

ii) PROTECTION WITHIN THE SUCCESSION, i.e. the ability to exclude a patrimony from the estate of both the individual who intends to allocate such patrimony and of its beneficiaries. A structure that pursues such target permits the patrimony to be excluded from the estates of all the subjects involved and therefore prevents the latter from disposing of it by will or devolving it to their relatives according to the rules of forced heirship;

iii) SEGREGATION: to segregate a patrimony means to make it indifferent to the legitimate claims of the creditors of both the subject who owns such patrimony and intends to allocate it, and of its beneficiaries. The segregated patrimony, in fact, is devoted to the destination attributed to it, by the settlor or by the law, and it is legally bound only by the obligations assumed for the pursuing of its purpose;

iv) PLANNING: planning a patrimony means to make it subject to rules and precepts which automatically initiate when some pre- determined events occur; the patrimony is correctly planned where the destination the settlor has attributed to it, abstractly, contemplates every possible circumstance such patrimony has to face, and disciplines the ways it shall react, precisely taking into account the purpose such patrimony has to fulfil. The planning of patrimonies is therefore the dynamic dimension of their organisation.