Tax planning for family businesses
This aspect of family businesses places the tax decision in its wealth, business or procedural context, taking account of the documentation, dates and jurisdictions involved.
Generational transition
Business continuity, ownership and the family's needs must be analysed together. An orderly transfer requires advance decisions on who will manage, who will hold a stake and which assets will remain inside or outside the business.
Transfers to children
A transfer requires decisions on timing, future roles, valuation, control and each generation's financial needs before it is formalised.
Business continuity
A transfer requires decisions on timing, future roles, valuation, control and each generation's financial needs before it is formalised.
Structuring family assets
Ownership, each family member's rights, liquidity and decision-making rules are coordinated with business continuity and the future transfer.
restructuring corporate
The structure must reflect genuine activity and business objectives. Shareholdings, functions, economic flows and planned transactions are reviewed before a reorganisation is considered.
Family business and substantial assets
For a family business, the analysis starts with a clear inventory: ownership, country, value, acquisition date, financing and related income. This overview separates recurring obligations from future decisions.
Succession planning
Business continuity, ownership and the family's needs must be analysed together. An orderly transfer requires advance decisions on who will manage, who will hold a stake and which assets will remain inside or outside the business.
Frequently asked questions
How is a family business transferred?
The transfer should be prepared by considering the corporate structure, valuation, future governance and the family's needs. The earlier these elements are organised, the more alternatives can be compared.
How to prepare a generational relay?
The transfer should be prepared by considering the corporate structure, valuation, future governance and the family's needs. The earlier these elements are organised, the more alternatives can be compared.
How should family shareholdings be structured?
The answer on family businesses depends on residence, ownership, the documents and the date of the transaction or notice. An initial review identifies which rules and obligations need to be examined.
When to start succession preparation?
The transfer should be prepared by considering the corporate structure, valuation, future governance and the family's needs. The earlier these elements are organised, the more alternatives can be compared.