Morri Rossetti & Franzosi enters into strategic partnership with Cherry Bank

Morri Rossetti & Franzosi has entered into a collaboration agreement with Cherry Bank to integrate Private Banking and Wealth Management services with specialised legal and tax advisory and professional assistance.

Through this partnership, Cherry Bank’s clients will gain access to the Firm’s expertise in wealth structuring, protection, succession planning and tax optimisation, covering a broad range of assets, from financial investments and real estate to business interests and valuable collections.

Davide Attilio Rossetti, Senior Partner at Morri Rossetti & Franzosi, commented: “As wealth structures become increasingly complex and families’ needs continue to evolve, financial management must go hand in hand with sound legal and tax planning. A comprehensive approach is essential to address the different dimensions of wealth and ensure its effective management and continuity across generations. We are delighted to partner with Cherry Bank, bringing together complementary expertise to support its clients in making informed decisions on wealth protection, planning and succession.”

Francesco Bossi Desiata, Head of Wealth Management at Cherry Bank, added: “We are delighted to embark on this new partnership, combining dialogue and expertise to provide our clients with effective solutions for a truly holistic approach to wealth management - one that looks beyond the purely financial aspects of investment decisions to consider the broader implications for their wealth.”