-
Transactional advisory services
Find out more about the transactional advisory services of Grant Thornton Financial Advisory Services
-
Valuations
Find out more about the valuations services of Grant Thornton Financial Advisory Services
-
Mergers and acquisitions
Find out more about the merger and acquisition services of Grant Thornton Financial Advisory Services
-
Forensic and investigation services
Find out more about the forensic and investigation services of Grant Thornton Financial Advisory Services
-
Recovery & reorganisation
Find out more about the Recovery & reorganisation services of Grant Thornton Financial Advisory Services
-
Business risk services
Find out more about the business risk services of Grant Thornton Financial Advisory Services
-
Business consulting
Find out more about the business consulting services of Grant Thornton Financial Advisory Services
-
Capital market
Capital market
-
Corporate and business tax
Find out more about our corporate and business tax services.
-
Direct international tax
Find out more about our direct international tax services.
-
Global mobility services
Find out more about our global mobility services.
-
Indirect international tax
Find out more about our indirect international tax services.
-
Transfer pricing
Find out more about our transfer pricing services.
-
Litigation
Our lawyers and accountants can manage all defense measures provided not only by the Italian law, but also by EU regulations and conventions
-
Family business
Find out more about our Family business services.
-
Legal
The client can be assisted in every need and with the same care both on important operations or disputes and on simple matters
-
Back office outsourcing
Find out more about our Back office outsourcing services
-
Business process outsourcing
Find out more about our business process outsourcing services.
-
Compilation of financial statements
Find out more about our compilation of financial statements services.
-
Tax compliance
Find out more about our tax compliance services.
-
Electronic invoicing
Find out more about our electronic invoicing services
-
Electronic storage
Electronic storage is an archiving procedure that guarantees the legal validity of a digitally stored electronic document
-
Revaluation of corporate assets
Find out your civil and fiscal revaluation of tangible, intangible and financial assets
-
Human resources consulting
Find out more about our human resources consulting services.
-
Payroll
Find out more about our payroll services.
-
HR News
HR News the monthly information newsletter by Grant Thornton HR
-
Cybersecurity
GT Digital helps clients structure information security management internal functions, also through partially or totally outsourced functions
-
Agile and Programme Management
GT Digital provides support in the adoption and implementation of different portfolio management
-
Robotic Process Automation
Our “BOT Farm” can rely on digital workers able to help clients in routine activities, allowing employees to deal with more added-value activities
-
Data strategy and management
GT Digital can support clients in seizing the opportunities offered by Big Data, from the definition of strategies to the implementation of systems
-
Enterprise Resource Planning
We support clients in selecting the most appropriate ERP System according to their specific needs, helping them also understand licensing models
-
IT strategy
GT Digital supports clients in making strategic choices, identifying innovation opportunities, comparing themselves with competitors
-
IT service management
We can support with software selection and with the implementation of dedicated tools for the management of ICT processes
-
DORA and NIS 2
The entry into force of the DORA Regulation and NIS2 represents a major step towards the creation of a harmonised regulatory framework
Carlotta joined Bernoni Grant Thornton in October 2013 and currently works as an Associate Partner in the Private Client Services team.
She graduated in Business Economics from the University of Parma. In 2009 she specialised with cum laude in Business Management and Administration at the same university. From October 2010 to February 2011, she attended a Master course for professional training organised in collaboration with the Milan Board of certified chartered accountants. In May 2016, she completed the Wealth Planning Master offered by Sole 24 Ore Business School.
Before joining Bernoni Grant Thornton, Carlotta worked as a trainee-chartered accountant at two major tax and law firms in Milan and Piacenza. Her main areas of expertise include:
- Design, structuring, and implementation of generational and succession plans at both national and international levels
- Supporting legal teams in handling inheritance disputes
- Assisting heirs in managing their tax obligations and those of the deceased
- Advising on the reorganization of family-owned business groups and redefining governance rules in the context of generational transitions or business transfers
- Managing national and international tax matters for HNWIs residing in Italy and for non-residents with investments in Italy
- Taxation of financial instruments
- Assisting individuals in real estate acquisitions through tax structuring at both national and international levels
- Supporting voluntary disclosure procedures for undeclared foreign investments held by Italian residents, including interactions with the relevant tax authorities
- Evaluating tax and succession implications related to the relocation of individuals from Italy abroad and vice versa
- Advising and assisting in the repatriation of foreign companies that may be reclassified as “hidden” or “interposed” entities by Italian tax authorities.
Her key areas of specialization include:
- Private individuals
- Family business
- Family holdings
- Real estate
- Financial instruments.
Carlotta also served as Head of the Italian Business Group at Grant Thornton LLP in New York from October 2019 to December 2020.
- Carlotta is a Certified Chartered Accountant in Milan and a Registered Auditor