Your client wants to move to Italy. We handle everything on the ground — tax structuring, property, banking introductions, healthcare, schools, immigration. Your client gets white-glove service. You keep the client.
1. You identify the need — your client mentions Italy. 2. Warm introduction via email. We schedule a confidential call within 48 hours. 3. We handle Italy — tax, property, banking, schools, healthcare, immigration. 4. You stay informed. Your client remains your client.
Your client's relocation creates complexity outside your core mandate. We coordinate every aspect without touching the investment relationship. Your AUM stays with you.
The Italian Gateway does not provide investment advisory, portfolio management, discretionary asset management, or financial planning services. We do not sell insurance products, securities, or tax preparation services in our own name. Our role is coordination and orchestration of independently qualified Italian professionals — tax advisors, lawyers, notaries, doctors, private banks — through a single point of contact. This structural choice is deliberate: it ensures we can never be perceived as competing for the client's investment relationship, and it protects the trust that makes referral partnerships work.
Fee-sharing: For established partners with recurring HNWI relocation referrals, we structure formal fee-sharing arrangements on successfully onboarded clients. Transparent terms, documented agreement, quarterly settlement.
Reciprocal referral: For advisory firms with clients also needing services outside Italy, we operate a mutual referral network with vetted partners in complementary jurisdictions.
Both arrangements are structured formally, with written terms and clear economics.
Firms specialising in residence and citizenship by investment — Henley & Partners, Latitude, Global Citizen Solutions, Astons, Arton, and others — deliver clients to the point of legal residency. What happens next often falls outside the scope of the migration mandate: the client arrives in Italy and needs a bank account, a home, a school, a doctor, a tax structure that works.
The Italian Gateway operates as the natural next partner for these clients. We start where your mandate ends. We do not process visa applications, structure investment programs, or manage the government relationship. We handle the practical and personal side of relocation — everything that turns a residence permit into a functioning life in Italy.
For established migration firms with recurring flow of clients to Italy, we structure a preferred partnership: dedicated single point of contact for your case managers, priority scheduling for referred clients, transparent fee arrangements or reciprocal referrals, and coordinated reporting.
Client Feasibility Report — €1,500 to €2,500. You send us the case. We produce a written analysis covering the tax regime likely to apply, treatment of existing structures and holdings, realistic costs, timeline, and the points where decisions become irreversible. Ten to fifteen pages, delivered within two weeks. Most advisers present it to the client as part of their own work.
Relocation Execution — €5,000 to €15,000. Once the client decides. We coordinate everything on the ground: Italian accountant, property, schools, healthcare registration, banking introductions, permits. You stay informed through a single point of contact.
Technical Desk — €3,000 to €6,000 per year. An annual retainer giving your team unlimited access to technical questions on Italy for any of your clients, plus a quarterly briefing on regulatory and tax developments.
Can my firm keep managing the portfolio once the client is Italian resident? It depends on your authorisations. Since MiFID passporting into the EU ended, a UK-only authorised firm faces a genuine regulatory question, and reverse solicitation is interpreted narrowly in Italy. Firms with an EU entity generally transfer the relationship to it. This is the first thing to resolve, ideally twelve months before the move.
Will the client have to move assets to an Italian bank? No, and most do not. What changes is reporting: foreign assets must be declared annually on the RW form and are subject to the IVAFE wealth tax, unless the flat tax regime applies, in which case neither obligation arises.
What happens to UK funds in the portfolio? Italy distinguishes harmonised from non-harmonised collective investments. Harmonised are taxed at 26%; non-harmonised gains fall into ordinary income at rates up to 43% plus surcharges. Post-Brexit, UK OEICs and unit trusts are frequently in the second category. Investment trusts, being listed companies, are taxed at 26%.
Do you take a share of anything? No. We are paid by you or by the client directly, in fees agreed in advance. We receive no commission, referral fee or retrocession from any professional we introduce.
Do you provide investment or tax advice? No. We do not hold investment, insurance or tax advisory authorisations. We coordinate independently qualified Italian professionals, each regulated in their own field, and act as a single point of contact.
Contact: info@theitaliangateway.com