Decide now who inherits what, and how.
We bring the family’s companies, property and portfolios into one structure with clear ownership and clear rules, so control can pass to the next generation without a dispute, a forced sale or an unexpected tax bill.
- Price
- Set in your written proposal
- You receive
- A family structure with its deeds, governance rules and a written succession plan.
Scope, timeline and price in writing before any work starts.
A typical structure. Adapted to each family.
- 01
Trust or foundation at the top
Holds the family’s assets for the beneficiaries, under rules the family writes now.
- 02
International holding company
Owns the operating companies at home and abroad, so shares change hands without separate inheritance proceedings in each country.
- 03
Operating companies
Keep running as before, now owned by the holding company rather than by individuals.
- 04
Property and portfolios
Moved into the structure in an order that avoids unnecessary transfer taxes.
- 05
Accounts in more than one jurisdiction
So the family can keep paying its bills while an estate is settled.
What we plan for. Before it is needed.
- 01
Governance
Who decides, how, and what happens when the family disagrees, written into a family charter.
- 02
Forced heirship
Civil-law countries such as France, Italy and Brazil reserve shares of an estate for children. We design within those rules, not around them.
- 03
The next generation
When heirs gain access, what they must do first, and how they are prepared.
- 04
Tax along the way
Inheritance, gift and exit taxes in every country where family members live.
Questions, answered.
01Do we need a family office?
Most families do not need a staffed office. They need a structure, clear rules and a regular review. We set up the first two and review them with you as the family changes.
02What if family members live in different countries?
That is common, and it is where plans tend to fail. We check the rules in each country where a beneficiary lives.
Start with a confidential consultation.
Tell us where you live, where you earn and what you want to protect. We will map your options on a call.