We help to elaborate and pass on the principles and values of the wealth owners to their successors
Family’s philosophy and values
For a conflict-free arrangement of family wealth relations and the joint management and succession of assets, we:
define family’s philosophy and values
prepare a family constitution
modify current ownership structures and prepare legally binding documents to align the family values and decisions with actual wealth management
create a family governance system for managing personal and business assets
HEIRS education
We help prepare successors and family members to manage the business and family wealth, and provide training on the legal and tax aspects of wealth management
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We guarantee an individual approach and the best expertise
