Corporate and Succession Planning
Corporate and Succession Planning is a fundamental tool for the efficient management and continuity of family businesses and business partnerships. This type of planning aims to ensure that the company’s organizational structure and management are aligned with the long-term objectives of the partners and shareholders. Furthermore, it minimizes the risk of conflicts and legal problems that may arise in the event of succession or corporate restructuring, ensuring that the company continues to operate with no interruptions.
Our objective, in this field of practice, is to offer our clients a specialized and strategic service, essential for the preservation and continuity of the value and structure of companies and family assets. Our approach is focused on creating legal solutions that meet the specific needs of each client, providing security and effectiveness in business management and succession.
Our Corporate and Succession Planning practice includes advisory and litigation services:
- Corporate Planning – We develop robust strategies for structuring and organizing companies, focusing on optimizing operational, fiscal and legal efficiency. Our services include creating appropriate corporate structures, restructuring companies and evaluating alternatives for better management and business growth.
- Members Agreement – Legal advice and guidance in drafting shareholders and members agreements for family businesses.
- Succession Planning – We offer specialized consultancy for the preparation of succession plans that guarantee business continuity and the preservation of family assets. We guide our clients in developing effective strategies for the transfer of assets and responsibilities, minimizing conflicts and ensuring a smooth transition for future generations.
- Drafting of Wills and Succession Agreements – We provide guidance and advice on drafting wills and succession agreements, ensuring that clients’ wishes are formalized in a clear and legally valid and effective manner, and that the documents reflect the client’s wishes and are aligned with best legal practices.
- Structuring of Family-Owned Holding Company– We provide guidance and advice on the creation and management of family-owned holding companies as a tool for organizing and protecting assets.
- Tax Planning Consulting – We integrate tax planning with corporate and succession planning, seeking solutions that optimize the tax burden and avoid future problems.
- Conflict Management and Mediation– In situations that result in family or corporate conflicts, we offer support for resolving disputes in- and/or out-of-court.
