Asset protection and new tax challenges in the post-CRS global context

In the new international tax order, asset protection must be combined with transparency and traceability. Wealthy families and international investors no longer seek opacity, but legal certainty, tax neutrality and protection from systemic risks.

The global regulatory environment: CRS, BEPS, DAC6, Pillar II

The introduction of the Common Reporting Standard (CRS), the OECD's BEPS principles, DAC6 and the upcoming Pillar II has profoundly changed the dynamics of international wealth planning. Jurisdictions are no longer neutral: they are classified, monitored and evaluated on the basis of transparency and tax cooperation. Trusts, holding companies and family foundations are now subject to reporting obligations, beneficial owner identification and compliance with anti-avoidance regulations.

Italy and the North-West: Opportunities under constraint

Italy – and Piedmont in particular – can attract private capital, but only if it offers legal and fiscal certainty. A professional ecosystem is needed that can guide investors, families and funds through a transparent but efficient process, combining tax regulations, civil asset protection and transgenerational planning.

The new role of the tax and wealth advisor

The professional of the future will need to be able to assess systemic risk, build robust solutions that are compatible with international compliance requirements, coordinate family assets with funds, banks and foreign counterparties, and protect the governance of highly complex families.

Towards a culture of stable capital

Asset protection is no longer a passive defence, but a planning tool. A credible and stable tax system is the primary factor in attracting responsible capital. LEGEX was created to offer technical and strategic guidance in this changing environment.

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About the Author

Edoardo Tamagnone is a lawyer and partner at the law firm Tamagnone Di Marco Avvocati Associati. He focuses on international taxation, investment structures, and wealth planning for investors, family offices, and businesses with cross-border operations.

He works in Turin and international contexts, focusing on the intersection of law, economics, and global capital.

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