Lorenzo is a partner and Head of the firm’s Mid-Market & Not-for-Profit Team, based in London.
Lorenzo’s client base consists primarily of entrepreneurs and their business interests, many of whom operate within the creative industries. A number of clients have international exposure and Lorenzo has considerable experience in co-ordinating the delivery of services across the globe.
In addition to being a Chartered Accountant, Lorenzo is also a Chartered Tax Adviser, which enables him to provide bespoke taxation and planning advice, especially when dealing with the intricate relationship between owners and their diverse business interests.
His work with entrepreneurs has also led to him gaining extensive experience in corporate finance transaction support assignments including acquisitions, management buy-outs, disposals and due diligence reports.
Lorenzo joined Saffery in 1988 as a graduate trainee and became a partner 10 years later.
Key experience
- Advising shareholders on the sale of their PR agency,
- Designing and implementing EMI share option schemes,
- Succession planning for a corporate entity utilising an Employee Ownership Trust,
- Transferring trade to a Limited Liability Partnership,
- Wealth and succession planning, utilising discretionary trusts.