Matteo started his career in 2015 at CAP in Milan, where he completed his apprenticeship as a Chartered Accountant. There, he dedicated himself to assisting in various projects, with a particular focus on voluntary disclosure and patent box procedures.
Subsequently he worked for seven years as a consultant in a leading international family office, where he was part of the wealth and tax planning team, advising on wealth planning at an international level. This included tax optimisation of financial assets for high-net-worth individuals and corporate holding companies.
Matteo also dealt with investments in real estate (particularly for the US and UK markets) and private equity. He has also worked on family business governance issues. During his career, Matteo has gained considerable international experience, advising clients with close ties to Switzerland and continental Europe.
Matteo holds a degree in Business Administration, Control and Auditing from the University of Milano Bicocca. In 2020 he achieved the qualification of Chartered Accountant.
Matteo is registered in the Italian Register of Financial Advisors (Albo Unico dei Consulenti Finanziari) in the section dedicated to Independent Financial Advisors (Consulenti Finanziari Autonomi – CFA) (Resolution no. 2520 of 10/07/2024 of Organismo di vigilanza e tenuta dell’Albo Unico dei Consulenti Finanziari).