Challenges and requirements
During the course of the next 10-15 years, many owner-managed businesses will be faced with planning a transfer of assets to the next generation and perhaps planning an actual family business succession. Such successions encompass legal, economical and human considerations. In addition to dealing with legal, economical, financial and taxation issues appropriately, responsibility must also be taken for the specific family and business concerned. This requires inspiration, consideration and maturation. In order to ensure that an appropriate all-embracing solution is reached, personal and engaged sparring and a professional and structured cooperation is, therefore, required.
How we can help
We want to inspire and we are committed. We can ensure an all-embracing solution for the company, the family and the assets involved. Our philosophy is to simplify the complex. We take responsibility both for the individual details of the process and the overall process itself and we can ensure an effective cooperation with other advisors.
As a result, DI, banks, accountants and other lawyers frequently engage us, when they require advice on, and assistance with managing, family business successions.
| Our advice encompasses, among others: |
|
|
- Clarification of personal, company, economical and taxation matters concerning family business successions
- Planning and structuring family business successions, including preparing long-term succession plans and family business succession agreements
- Relevant questions concerning family law/the law of wills and successions and drafting nuptial agreements and wills
|
|
- Ensuring an appropriate company structure
- Procuring relevant tax approvals
|