Business Succession /Asset Succession

Passing control and assets to the next generationWe design it all, from the ownership structure to the succession tax strategy

Service Overview

Business succession isn't only about cutting inheritance and gift tax. It also means working through who takes control, the ownership structure, the successor's role, how the family makes decisions, and the effect on employees and other stakeholders.

Our Principles

Operating Principles

We look at your family, shareholder, asset and corporate structures together and set out options you can act on. Legal work — drafting documents, trusts and notarisation, handling disputes — we run with legal specialists; on the accounting, tax and finance side we provide the analysis, filings, document preparation and execution support you need.

Key Services

Reviewing eligibility for succession-related tax benefits (succession deductions, preferential tax treatment, etc.)
Reviewing the governance and management-control transfer structure
Reviewing the tax impact of the asset-transfer plan
Laying out the succession schedule and execution roadmap
Will-substitute trusts, notarized wills, and the like are handled with legal experts

Long-term decisions hinge on diagnosing early and planning the steps.Let's run a finance and tax review built around your situation.