Strategic projects

Asset protection

Separating personal wealth from business risk, or preparing to pass the company on to the next generation, requires legal tools chosen with care: trusts, family holding companies or family agreements. We assess the most suitable tool and manage its tax impact.

What's included

Analysis of asset-protection and generational-succession objectives
Assessment of trusts, family holding companies and family agreements
Tax planning of the chosen structure
Coordination with notaries and lawyers to set up the chosen tools
Ongoing tax management of family holding companies once set up
Periodic review of the structure as needs or the law change

When it makes sense

You want to separate personal wealth from the risks of the business
You're planning to pass the family company on to the next generation
You already have a family holding company and need a review of the structure

What we need to start

The current make-up of personal and family wealth
The family's objectives for the generational handover

How we work

1
Objectives
We define what to protect and how to picture the generational handover.
2
Tool
We compare trusts, holding companies and family agreements against the objective.
3
Setup
We coordinate the incorporation with the notary and lawyers involved.
4
Management
We handle the structure's ongoing tax filings.