Mr X, the CEO of a capital group operating in the real estate development sector, holds shares in several commercial companies and significant financial assets. In his private life, he is married and has minor children.

His primary concerns were protecting the family wealth against future fragmentation, ensuring business continuity, and the ability to freely define the circle of beneficiaries and the rules for disbursing benefits from the family foundation. . An additional key objective was to prepare a plan in the event of a sudden succession, so that the business could survive a generational transition without loss of value or family conflicts.

loss of value or family conflicts.
Implemented solution:
 We analysed the asset structure and designed a family foundation to which shares, real estate, and financial assets were contributed. The statute precisely defined beneficiaries, distribution rules, and succession mechanisms, while safeguarding the assets against division and disputes. We provided comprehensive legal, tax, and compliance services for the foundation.

Results:

– The assets were excluded from inheritance proceedings and placed under full protection.

– The business's integrity was preserved, and the founder’s vision was secured for generations.

– Beneficiaries have clear payment rules and guaranteed long-term financial security.

– The company is prepared for succession without the risk of destabilisation.

Client Y holds shares in publicly listed companies and, together with his family, is considering establishing a family foundation to effectively manage dividends and invest them in line with his long-term vision.

The foundation is meant to enable profit redistribution, investment in new ventures, and long-term protection of beneficiaries. An important element of the structure was the ability to sell the shares and maintain flexible asset management.

Implemented solution:

We established a family foundation as an investment vehicle and a tool for profit redistribution. The statute defined distribution rules, investment approval mechanisms, and procedures for disposing of shares. A foundation council model was implemented to manage assets on behalf of the family and ensure compliance with the agreed investment strategy.

Results:

– The foundation enabled efficient and vision-aligned investment of dividend income.

– The family gained a transparent distribution system and flexible asset management.

– Beneficiaries were secured, and the foundation ensured continuity of the family’s capital strategy across generations.

Following the sale of shares in a company, Mr and Mrs Z intended to allocate the proceeds to further investment activity while securing part of the assets for themselves and their immediate family.
 A family foundation was identified as an appropriate tool to protect the proceeds, secure beneficiaries, and establish clear rules for distributions and investments after the sale of the business.

Implemented solution:

We established a family foundation as a vehicle for managing post-transaction proceeds. The statute divided the assets into an investment portion and a protective portion, defined precise distribution rules, and introduced oversight mechanisms for foundation decisions. The founders retained influence over key actions and access to funds, while maintaining full legal security.

Results:

– The sale proceeds were structured and protected within the foundation’s structure.

– The family gained financial security and transparent asset management principles.

– The foundation enables continued investment while safeguarding the interests of close family members.

Client W planned to contribute corporate bonds, real estate, and other assets to a family foundation.
 The objective was to secure these assets for succession purposes and to optimise the foundation’s investment potential. The process included analysing transfer options, preparing documentation, and supporting the registration of the foundation.

Implemented solution:

We conducted a legal and tax analysis of the planned transfer and identified the optimal method for contributing the assets to the foundation. We prepared full documentation, registered the foundation, and drafted a statute defining investment objectives and asset management principles.

Results:

– The clients structured their assets and placed them under the protection of the foundation.

– The foundation gained a solid investment base and clear management rules.

– The assets were excluded from the estate, significantly reducing succession-related risks.