Business Succession
For many families, the business is the principal asset.
We assist with:
We assist with:
Transfer of ownership to family members or management
Family business governance structures
Shareholding reorganisations
Use of trusts in business succession
Pre-sale or exit planning as part of succession
Protecting minority interests and family branches
Our goal is to preserve value while ensuring continuity of leadership and strategy.
Family Governance & Control
Successful succession depends on clear governance as much as legal structuring.
We advise on:
We advise on:
Family constitutions and governance frameworks
Decision-making structures
Conflict prevention mechanisms
Voting control and board composition
Next-generation preparation and involvement
Tax-Efficient Transition Planning
We structure succession plans to minimise tax leakage while maintaining flexibility.
This includes:
This includes:
Lasting Powers of Attorney for Property and Financial Affairs
Trust-based succession structures
Cross-border asset transfer planning
Coordination with corporate and investment structures
And for individuals with assets in multiple countries, it is recommended to create separate powers of attorney in each country to avoid potential complications and delays.
Recent Experience
Advising the family of a market leading electroplating and 3D Printing company on succession planning in circumstances where the father desired to maintain a minority interest.
Advising an Italian Restauranteur on the demerger of the family’s UK assets for the benefit of his daughter.
