We provide strategic advisory services to family businesses and affluent individuals. A family business is more than a company — it is wealth, responsibilities, and relationships that require thoughtful, long-term decisions.
For over two decades, we have supported our clients at critical moments, including multi-generational succession (also through family foundations), the sale of family businesses, asset protection, and changes of tax residency.
We always begin with one key question: Are you prepared for the longevity of your business? Based on the answer, we design a strategy and guide our clients through the entire process. We understand how much is at stake — we are a family business ourselves, and our extensive experience in legal and tax structures allows us to deliver projects safely and effectively.
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Disputes and Legitime in a Family Foundation
Clients are often concerned about claims for legitime, as these may undermine the stability of assets held within a family foundation.
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Situations where not all heirs have been designated as beneficiaries of the family foundation or the effects of previous donations have not been analyzed are particularly problematic.
This can be planned in a way that minimizes the risk of disputes and ensures greater predictability, including through appropriate provisions in the foundation’s statute and a thorough analysis of the family situation. Need support? We are here to help.
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Inheritance within a Family Foundation
The absence of precise inheritance and succession rules in a family foundation is a frequent cause of internal family conflicts and problems with asset management after the founder's death.
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Clients are concerned that, without clear provisions, control over assets may not be transferred in accordance with the founder’s intentions.
This can be prevented by properly designing the succession structure in the foundation’s statute and accompanying documentation. Need support? We are here to help.
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Sale of a Family Business Using a Family Foundation
Many family business owners planning a sale are concerned about two key issues: taxation and potential family disputes over the proceeds.
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They are often unsure how to prepare the business for the transaction and how to secure assets after the sale.
A family foundation can serve as an effective tool — for example, to safeguard sale proceeds or establish clear rules for profit distribution.
Such solutions should be analysed in advance from a legal, tax, and family perspective.
Need support? We are here to help.