Wealth & succession

What we do

The wealth practice supports founder families through the recurring transitions: the founder retires and hands operating control to the next generation; the family sells a stake to a financial sponsor while keeping operating control; the family converts the operating business into a holding-only structure ahead of an intergenerational transfer.

Each of these triggers a tax event somewhere. We work back from the intended end-state and design the structural changes — usually staged across two or three years — that get the family there without an avoidable cash tax bill and without losing the existing reliefs.

Tools we commonly use

• Family holding companies in suitable jurisdictions (Switzerland, Liechtenstein, Luxembourg, Singapore, the UK depending on the family's residency footprint)
• Private trust companies and purpose trusts for governance, where the family wants a clean separation between ownership and operating decision-making
• Pre-sale reorganisations that lock in the participation exemption on a future exit while preserving the operating subsidiaries' treatment
• Tax-residency planning for the next generation where the family is geographically distributed

What we do not do

We do not advise on personal tax shelters that depend on hidden structures or aggressive residency claims. We work with families who want a clean, defensible posture that survives a change of fiscal government in any one of the relevant jurisdictions.