We help individuals and families organize the transfer of their assets and continuity of their management. We review intentions, ownership and documents to coordinate a succession plan suited to each family.
We review owners, assets, intended beneficiaries and existing documents to plan the transfer of wealth. Preventive planning is distinct from representation in succession proceedings already underway.
Scope
Scope of our advice
We coordinate succession arrangements, wills and wealth structures with practical rules for transition and administration.
Legal inventory of assets, shareholdings and existing arrangements.
Review and preparation of testamentary provisions within the agreed scope.
Coordination with existing foundations, companies and trusts.
Definition of responsibilities and documentation for the transition.
When we add value
Planning today prevents urgency from deciding for the family tomorrow.
01
When organising wishes and assets
We identify ownership, beneficiaries and restrictions before selecting succession instruments.
02
When anticipating incapacity or absence
We define powers, replacement arrangements and temporary administration so that essential decisions can continue.
03
When coordinating several jurisdictions
We align wills and structures to reduce conflicts between laws, documents and authorities.
Questions about the service
Can you review an existing succession plan?
Yes. Family changes, new investments or conflicting documents may justify a review. We assess existing arrangements before recommending changes.
Are succession planning and estate proceedings the same service?
No. This page concerns preventive planning. Where a death or dispute has already occurred, the applicable procedure and scope of representation must first be assessed.
