Succession and private wealth

We do not begin with a predetermined instrument. Wills, succession management, corporate arrangements, holding structures and family foundations are compared against the owner’s actual objectives.

Scope of advice

• legal and tax review of the business and private assets
• ownership transition scenarios and corporate form analysis
• wills, legacies, powers of attorney and family governance
• succession management and support for inherited enterprises
• holding structures, asset reorganisations and family foundations
• tax rulings covering individual stages of a succession plan
• benefit policies and protection of family members
• coordinated legal, tax and operational implementation

Business continuity. Control over wealth. An orderly succession.

Family, corporate and tax considerations are brought into one succession plan. The structure is designed around the assets, the business and the owner’s genuine objectives, and then carried through to implementation.