Succession and family wealth arrangements

Long-term protection of wealth and secure business through carefully designed structures — legally, tax-wise and strategically.

We help clients build sophisticated wealth structures, both locally and cross-border, so that they protect assets, accumulate wealth, support business stability and hold up over the long term. We design and implement holding structures, trusts (and, where appropriate, family foundations) and related wealth solutions for situations where assets need to be managed efficiently, prepared for investment, transferred to the next generation, accumulated over time or protected from unnecessary risk. Every solution is tailored individually, with full regard to the legal, tax, family and business context of the situation.

Property protection often extends beyond the holding structure or trust (or family foundation) itself. It is equally important to consider broader family and asset-related issues, particularly the rules for business succession, the division of roles within the family, the implications of inheritance, matters of marital property, and protection against the undesirable fragmentation of assets among multiple individuals.

We therefore assist clients in establishing asset structures within the broader context of their family and business circumstances. We address succession planning, family agreements, family asset management, and the legal and tax aspects of asset transfer so that the structure protects the value of the assets in the long term, maintains control over their management, and prevents future disputes or ambiguities. And even if your situation is not yet ready for a holding structure or a trust, the law still provides you with ways to protect family values effectively and meaningfully while limiting risks.