Office Location: Austria
Austria, Brazil, Chile, Colombia, Egypt, England and Wales, France, Greece, Israel, Italy, Kuwait, Liechtenstein, Mexico, Monaco, Saudi Arabia, Spain, Switzerland, United States, Venezuela
Family Office
Trusts & Trusteeship
Trusts: Planning
Filippo is a Partner and member of the executive committee at Capital Trustees AG where he specializes in the implementation of complex multi-national wealth planning solutions for high-net-worth families dealing with key clients across Europe, LATAM, Middle East and relations with institutional partners. His in-depth experience in trust and wealth structuring was developed at an Italian leading law firm where he regularly contributed to academic publications and conferences. Filippo holds a degree in Law from Luigi Bocconi University of Milan and he is Chair of STEP Lugano and former Chair of STEP Verein. He is also a member of the Swiss & Liechtenstein STEP Federation conference organizing committee and member of the International Fiscal Association (IFA).
Question : What drew you to specialise in private client law/ wealth advisory?
Answer: I was drawn to this field because I am fascinated by the dual aspect of understanding the client’s personal family sphere and identifying technical solutions for long term planning.
Question : For lawyers entering private client law, what are key skills you think are essential?
Answer: Key skills include expertise in tax and succession law, precise drafting, effective communication, emotional intelligence for sensitive client matters, and strategic problem-solving for tailored solutions.
Question : With the evolving landscape of the private client world, what are recent trends or shifts you are excited to explore?
Answer: Geopolitical instability drives international families to adopt trust structures offering stable regulation and advanced governance to secure business continuity.
Question : Where is your favourite place to take a peer for a cocktail or coffee?
Answer: Widder Bar in Zurich