Generational handovers
Expert planning for the secure transfer of the family business
We support entrepreneurs and families during the delicate phase of generational handover, offering tailored consultancy to ensure business continuity and the protection of family assets. Through an integrated approach, we coordinate tax, corporate, and succession aspects, planning every step in a transparent and sustainable manner. Our experience allows us to anticipate critical issues and propose solutions that foster harmony among heirs, ensuring the solidity and growth of the company over time.
We support the definition of appropriate corporate structures, legal instruments such as family pacts and trusts, and holding structures that facilitate the transfer of company shares while reducing the tax burden and preventing conflicts. Our intervention extends to the organization of governance, defining clear roles and responsibilities between generations, ensuring effective management of the company even in the presence of new shareholders or partners.
Planning for generational handover is fundamental to preserving the value built over time and consolidating the company’s position in the market. We are the ideal partner for entrepreneurial families seeking a structured and professional path aimed at protecting assets, safeguarding family relationships, and ensuring future growth. We also offer support in dispute management and the preparation of asset protection and succession instruments.
- Tax and corporate planning for generational transfer
- Structuring of family pacts and shareholder agreements
- Establishment and management of trusts and family holdings
- Definition of governance structures and managerial roles
- Consultancy for asset protection and safeguarding of property
- Support in succession matters and management of family disputes
