Wealth Preservation

With globalization, preserving family wealth across generations has become increasingly difficult, to the extent that a growing number of family businesses tend to disappear after the second or third generation.

The  millennial generation will benefit from the greatest inter-generational wealth transfer in history in the coming years, and family businesses should make their best efforts to accomplish the transition simple and organized.

Photo by Liam Simpson on Unsplash
Photo by  Sabine van Straaten . Models not actual events.

Photo by Sabine van Straaten. Models not actual events.

Families desire the facilitation of the inter-generational transfer of wealth, as well as a reduction in intra-family disputes and avoid as much as possible conflicts around their governance structure and interests alignment, confusion of family business with family wealth and the actual need  to centralize operations.

In addition, regulatory trends, operational challenges and fast paced technology changes tend to hold back the family enterprise’s capability for growth.

We have vast experience  in advising family-owned corporations, as well as an extraordinary sensitivity for family relationships.  Let us assist you in dealing with the issues associated to corporate management and family succession, which requires a very particular skill set. 

We support our family-clients in the set-up of a single family office and provide them with administrative support,  preparation of family protocoles and careful planning of  business ownership, succession and transfer.

Photo by  Johnny McClung . Model, not actual event.

Photo by Johnny McClung. Model, not actual event.

Photo by  Annie Spratt

Photo by Annie Spratt

We can provide your family office operations  with a single point of contact to coordinate the day-to-day management and ensure clear communication across multiple jurisdictions.

We ensure that accurate and sufficient documentation exist to meet the legal requirements in every country,  that enable authorized corporate representatives before the corresponding authorities.