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Roberto is a practising Italian Commercialista and a partner within our private client and tax team.
He focuses on taxation of individuals and trusts, as well as taxation of financial income and digital assets. Roberto acquired an extensive expertise in the protection of family assets, in inheritance tax planning as well as in the tax compliance of foreign assets (e.g. RW Form, W-8 BEN, FBAR).He assists HNWIs, sport personalities, talents, artists in their international tax planning. His recent work has focused on cross-border activities for private clients between Italy and the USA, as well as increasingly in Latin America and Israel. He has developed an in-depth knowledge of the main tax aspects connected with private luxury assets: yachts, private jets, co-ownership agreements, etc.
Roberto co-heads the Israel Special Interest Group and is a member of the Steering Committee of the Crypto & Digital Assets Special Interest Group. Over the years, he has developed a specific focus on employee incentives & benefits, such as, carried interest for executive fund managers, stock options, RSUs, including tokens and crypto-based incentives.
He is also a member of the task force 'Global Mobility' dedicated to assisting clients wishing to take advantage of the new Italian 'non-dom' tax system as well as other specific tax incentives for individuals relocating to Italy (e.g. the "impatriati" and retirees regime).
Roberto has been recognized as a Trust and Estate Practitioner (TEP) by STEP. The TEP credential is the designation given to full members of STEP that have specialist qualifications and experience, especially in inheritance and succession planning.
Recent recognition
Talks
- International Bar Association - Annual Conference 'The New Era of Taxation' (2025)
- Withers & AIPB - Seminar 'The new definition of tax residence for individuals - practical implications' (2024)
- Wealth Planning ODCEC Milan Commission – Seminar 'New impatriate regime' (2024)
- STEP SIG Business Families – 'Greater clarity for the tax regime of business transfers and family shareholdings' (2024)
- IPSOA - Recurring speaker for the Master's program in Wealth Management and Estate Planning
- 'Withers talks: cryptocurrency | Ep 8 - Trusts issues with cryptocurrency - a European perspective,' Withers podcast - May 6, 2021, speaker
- Synergia, “Vehicles of governance and estate planning in generational transition,” November 28, 2018
- Synergia, “New perspectives in the art and valuables market: appraisal, circulation, auction and taxation,” July 4, 2018
Insight
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External publications
- Tightening to the impatriate scheme but the de minimis limit is at 300,000 euros' - Sole 24 Ore (2024) with Stefano Corbara
- 'New demerger with spin-off' – Insight for STEP (2023)
- Tax profiles related to the donation of foreign property by an individual resident in Italy' – Insight for STEP (2022)
- Insight into the recent interpellation response No. 693/2021 regarding RW obligations for Italian beneficiaries of foreign discretionary trusts' – Insight for STEP (2021)
- 'The Global Rethinkers: Italy: Your new crypto base?' Withers Insight - October 4, 2023, co-authored
- Italian Taxation of Inheritances and Trusts, Egea, 2012
Admissions
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Commercialista
Education
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Bocconi University Milan, Degree in Business and Law Administration
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Schulich School of Business, York University, Toronto, Exchange Student
Languages
- English
- Italian
Memberships
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Ordine dei Dottori Commercialisti ed Esperti Contabili di Milano
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Wealth Planning Committee for Ordine dei Dottori Commercialisti ed Esperti Contabili
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Registro dei Revisori Legali
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International Fiscal Association
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Novak Djokovic Foundation ONLUS
- Member of SIG Business Families and of SIG International Clients – STEP (Society of Trust and Estate Practitioners)
Key dates
- Year joined: 2017