We advise entrepreneurial families, shareholders and private wealth holders on the planning and organisation of personal and corporate assets, combining tax, corporate and financial expertise with particular attention to family governance, the separation between personal and business assets and generational transition.
Our Private & Family Office services are designed to develop structures that remain consistent over time with the objectives of the family, the ownership structure and the business, coordinating wealth organisation and protection with business continuity and the transfer of ownership to the next generation.
In particular, we provide assistance with:
- analysis and organisation of personal, family and corporate assets;
- wealth and succession planning;
- establishment and reorganisation of family holding companies and investment holding structures;
- definition of governance arrangements for holding companies and family-owned groups;
- organisation of relationships between family, ownership and business;
- planning of generational transitions involving businesses and corporate shareholdings;
- family agreements, gifts, inheritances and transfers of shareholdings, in coordination with the other professionals involved;
- trusts, fiduciary structures and other wealth-organisation and asset-segregation arrangements, including the assessment of their tax and corporate implications;
- assessment of the tax consequences of different wealth and succession-planning solutions;
- valuation of businesses and shareholdings in connection with wealth reorganisations and generational transitions;
- extraordinary transactions supporting the reorganisation of ownership and corporate structures;
- overall analysis of financial assets and coordination with banks, financial advisers and other authorised intermediaries.
A family holding company may, where consistent with the characteristics and objectives of the entrepreneurial family, provide an effective framework for organising ownership, governance and relationships between different generations. Its establishment should, however, be assessed as part of an overall plan, taking into account corporate, tax, wealth and financial considerations rather than treating it as a standard solution.
Generational transition is approached as a process aimed at planning the continuity of both the business and its ownership, assessing in advance governance arrangements, family roles, financial sustainability and the corporate and tax tools most consistent with the objectives identified.
Our Private & Family Office services are integrated, where appropriate, with the Firm’s expertise in
corporate advisory,
Corporate Finance and M&A,
tax advisory and financial statements and
generational transition.
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