Succession planning
SUCCESSION PLANNING
- Assistance in generational transitions and corporate restructuring transactions involving the use of specific legal vehicles or instruments, in particular shareholding holding companies, trusts, other personal asset segregation structures, family agreements (patti di famiglia), shareholders’ agreements, preferred shares, usufruct rights and ring-fenced assets;
- Assistance in the introduction of planning and control systems, new managerial resources, and financial or strategic partners conducive to a successful generational transition;
- Assistance in testamentary planning;
- Management of shareholding holding companies;
- “External” succession arrangements potentially involving managers and employees – as bearers of professional expertise and managerial capabilities – through Management Buyout (MBO) transactions;
- Assistance in the establishment and administration of trusts: from the initial and steady-state phases of family and business wealth planning through to situations of heightened complexity, conflict and distress;
- Protection of family assets and assistance in the generational transfer of personal wealth;
Identification and implementation of innovative solutions – such as foundations, family asset protection arrangements (fondi patrimoniali), asset dedication constraints (vincoli di destinazione) and insurance policies – tailored to the individual needs of each client.
