Succession Planning

We help clients plan the transfer of wealth, business interests and family governance responsibilities to the next generation, minimising friction and tax exposure along the way.

Succession planning is rarely a single transaction, and we work with clients over time as their families and circumstances evolve.

Experience

• Advising a family on a multi-year succession plan for a family business and associated wealth

• Advising on the drafting of a family constitution to guide future governance decisions

• Advising on the tax-efficient transfer of a significant investment portfolio to the next generation

• Advising a family office on succession planning for both family wealth and the office itself