Planning across generations

Our company is a reliable partner when questions related to managing and transferring assets from one generation to another are at stake. We are able to see the owner family, its business and its assets as one entity. We familiarize the different types and ownership structures of wealth and help your family to make a plan for managing and transferring wealth to the next generation.

The intergenerational transfer of a family business is often a multi-stage and even years-long process where we know how to identify the best solutions. Before the intergenerational transfer, we examine whether it is necessary to reshape the corporate structure by implementing a demerger, merger or other measures to ease the balance sheet or to clarify the structure of the group of companies.

In addition to the requirements of corporate and tax legislation, it is important to reconcile the goals of the entrepreneurial family in generational changes. There are a number of tax relief provisions and other tax-related issues that we can help you with.

We here at Edelle Attorneys Ltd would like to help and support you throughout the multidimensional intergenerational transfer. Our lawyers ensure that the interests of the transferor as well as the successor become best secured. Please, contact us in good time and we will jointly implement an intergenerational transfer most suitable for your purposes.

Just as in business life, it is good to be prepared in advance for different situations in personal life as well. Legal transactions related to family law and law of inheritance are a good means for you to manage your own property, both during your lifetime and after your passing. Our lawyers are highly experienced in drafting family law documents, including prenuptial agreements, wills and testaments and enduring powers of attorney.  

For more information see “Wealth and Inheritance Planning” and “Our Services for Individuals”.

As our client, you will also have access to our international network, enabling us to provide you with a foreign expert and thereby with knowledge of respective foreign legislation.