Massimo Caldara

Massimo

Caldara

Caldara & Associati, Milan, Italy

Focus on private clients, with particular experience in wealth planning, family business organizations, and lifetime transfers. Massimo supports both domestic and international families, also with tax ruling, tax court litigation and other related administrative proceedings, tax reporting and compliance matters.

• Founding Partner in 2020 of “Caldara & Associati”, a dedicated private client boutique
• Former Partner of “Tavecchio Caldara & Associati” (now ““Tavecchio & Associati”), founded in 2008 and ranked in Chambers and Partners - High Net Worth Guide
• Previous experiences in “KPMG” as auditor and in “Arthur Andersen” as tax advisor
• Frequent speaker on tax and wealth planning topics.

• STEP: Society of Trust and Estate Practitioners
• IFA: International Fiscal Association
• Italian Chartered Accountant Association in Milan
• " Wealth Planning Commission" of the Chartered Accountants of Milan

Italian, English and Spanish