Trust structures, business inheritance, generational change, fiduciary asset management

Trusts are one of the tools of business inheritance

Trusts provide an appropriate framework for inheritance issues, they are suitable for the preservation and efficient transmission of assets across generations, they keep the assets together and prevent the disintegration of the assets. There are also a number of tax benefits associated with trusts, in connection with which our experts can help, and our legal experts also play a role in the development of an efficient structure.

Planning a business succession is a good investment

Regardless of whether the owner wants to sell his business or wants to retire from active participation for other reasons, succession planning will definitely pay off: when the retirement takes place, it will be financially rewarding, as the sale will not be the result of ad-hoc decisions, but along a well-structured and timed strategy.

Good planning therefore ensures a smooth transition and thus the change of position is unlikely to disrupt the company’s operations, so business results can be shaped as planned.

When planning a business succession, the interests of management and owners must also be taken into account

• We help to design a system of interests for managers that ensures their ownership approach and makes them interested in the smooth operation of the business and the education of the owner’s successor.
• We also provide support in the development and administration of management share ownership programs, possibly in the sale or buyout of business shares (by drafting contracts, developing and supervising administrative procedures).