Roberto Bonomi

Partner | Milan


Secretary Roberta Ulizzi

 

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 SIG and is a member of the Steering Committee of the Crypto & Digital Assets SIG. 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 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).