Trust, fiduciary and asset protection
We are one of the few private and independent entities in Italy—not affiliated with any banking or financial institutions—authorized to act as professional trustees. Through our subsidiary Fid.Am, the oldest independent trust company in Italy, we offer asset protection and management solutions with the utmost confidentiality, transparency, and absence of conflicts of interest.
, and Trust Management Services
01. Establishment and management of trusts
We design and manage civil trusts according to the client's financial, family, or business needs.
We act as fully operationaltrustees, assuming legal and fiscal responsibility for the management of the assets transferred, in full compliance with the settlor's wishes.
02. Tailor-
y fiduciary instruments
We structure fiduciary headings, fiduciary mandates, and indirect headings, which are useful for ensuring confidentiality, protection from asset attacks, and estate planning.
All in accordance with Italian and international regulations.
03. Protection of family and business assets and property
We offer effective solutions for intergenerational asset protection, to avoid conflicts between heirs, ensure business continuity, and manage assets with a long-term perspective.
04. Trusts in M&A,
, or restructuring
We also use fiduciary instruments as a neutral vehicle in extraordinary transactions or complex generational transitions, ensuring neutrality, balance, and governability during delicate phases.
, and asset protection services
01. Corporate Transactions and Strategic Investments
We assist with the incorporation and management of companies both in Italy and abroad, handling every operational phase: from choosing the legal form to preparing corporate documentation, right through to providing support in the purchase or sale of shares and stock. We provide strategic advice on entering into joint ventures, capital increases, and the governance of shareholdings, ensuring tax consistency and protecting the interests of the trustor.
02. Management of Shareholders' Financial Contributions
We act as owners and administrators of financial inflows, managing capital contributions, interest-bearing and non-interest-bearing loans, and recapitalization transactions. We monitor correct accounting and regulatory compliance, preparing periodic reports and supporting the trustor in resource allocation decisions and in relations with credit institutions and auditors.
03. Bank Account Headings
, and Securities Deposit
We act as account holders for current accounts and securities deposits, both in Italy and abroad, managing financial operations in accordance with the instructions of the trustor. We handle the opening, management, and control of bank accounts, reconciliation, and custody of securities, ensuring anti-money laundering compliance procedures and maximum confidentiality in the management of cash flows.
04. Management of Donations and Gifts
We support donations and charitable gifts with an approach that combines legal effectiveness and tax optimization. We draft and manage the necessary paperwork, take care of notarial and tax documentation, and propose structured solutions to ensure that charitable gifts are executed according to the wishes of the donor and with maximum protection for the beneficiaries.
05. Protection and Management of Diversified Assets
We offer custody, administration, and enhancement services for portfolios consisting of movable assets, real estate, and equity investments, both nationally and internationally. We plan customized asset management strategies, coordinate real estate maintenance and enhancement interventions, and prepare transparent reports for the trustor, with the aim of preserving and increasing value in the medium to long term.
Why choose BK?
More agile, transparent, and closer to the customer
Being a private trustee makes us more agile, transparent, and closer to our clients than traditional players.
The relationship is direct, fiduciary, and based on confidentiality.
Our streamlined structure allows us to offer effective, non-standardized solutions, managed with care, discretion, and full regulatory compliance.
