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Strategic and tax planning in corporate succession

Business Breakfast

Thursday, 23 January 2020

H: 08:00am

Villa Castagnola, Lugano

Succession planning is a process that requires a great deal of preparation: what are the factors to be taken into account when dealing with succession in the company? Since a good succession takes place over several years, it is best to deal with succession issues as soon as possible.

Succession is the process by which an entrepreneur can transfer one or more business units to a successor, but what does this mean from a practical point of view? What are the psychological and fiscal challenges and the most effective ways of succession for the pursuit of entrepreneurial goals?

During this Business Breakfast, Christian Ballabio, Managing Partner Fidinam & Partners, and Andrea Nessi, Managing Partner Fidinam & Ramus, will address the issues related to the corporate succession, analyzing the various possibilities of generational transfer and their respective tax impacts, providing practical examples and success stories in the succession of the company.

The event will be moderated by Giuseppe Lerose, Vice Director Fidinam & Partners, who will lead the discussion and analysis of the case studies.


08:00 - Welcome and light breakfast

08:30 - Welcome greeting
             Dr. Roberto Grassi, CEO Fidinam Group

08:40 - Strategic and tax planning in corporate succession
            Christian Ballabio, Managing Partner Fidinam & Partners
            Andrea Nessi, Managing Partner Fidinam & Ramus
            Giuseppe Lerose, Vice Director Fidinam & Partners

10:00 - Conclusions and Q&A


For more info and reservation, eventi@fidinam.com


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