Estate and Succession Planning

The Estate and Succession Planning practice offers solutions for structuring family holding companies, preserving assets, maintaining and managing decision-making power and organizing succession across generations. The focus is not merely tax-driven but strategic: ensuring that the business continues to fulfill its economic and social role through the natural transitions that shape the life of business-owning families.

The work includes designing holding structures, shareholders' agreements with succession provisions and asset protection instruments, while remaining mindful of the delicate legal limits in this area, and coordinating multidisciplinary teams of accountants, financial advisors and experts. The team has experience with groups holding significant assets across multiple states and/or countries, in arrangements that combine protection of the corporate position of heirs and founders, advance mapping of risks of dilution of control, and mechanisms for resolving deadlocks between shareholders.