“Every day we ask ourselves: how can we make this customer happy? How can we do that by continuing down the road of innovation? We ask ourselves this question because, if not, someone else will do it"(Bill Gates)Mr Gaeta is a certified public accountant with offices in Milan and Naples and a third-generation tax lawyer. Born in 1967, he holds a degree in Economics and Business from Federico II University. He has worked in estate planning and asset protection since the mid-1990s.
In 1997 he took up the study of trusts, becoming among the first experts in Italy. He was the chairman of the first specialized study commission on “Trusts and asset protection” in Italy established by the “Order of Chartered Accountants” (from 2000 to 2016), a member of the Association Il Trust in Italia since 1999, and of the Society of Trust and Estate Practitioners since 2002. He has been on the Board of Directors of both associations. In 2002 he joined the prestigious “International Academy of Trust and Estate Law” (USA).
Mr Gaeta is a lecturer in courses on trusts at Italian universities and scientific associations in Italy and abroad, author of publications on Trusts, speaker on tax and trust issues at numerous events, and, since 2020, author of the first podcast series dedicated to trust and wealth management “Trust Talks.”
Mr Gaeta supports families and entrepreneurs of family SMEs in implementing wealth planning and protection projects from a family officer perspective. Since 2010 he has been chairman of the Trust company Family office reliance based in Milan.
A sports enthusiast since childhood, he continues to practice martial arts and motorcycling in the company of his wife, Roberta. He volunteers with the Italian Red Cross, an emergency rescuer on land and sea. He devotes his free time to travel, reading, and family.
Distinguishing skills:
- Estate and tax planning
- Taxation of individuals
- Family officer with specialization in family trusts
