Succession planning
Prepare your succession with peace of mind.
Anticipation, protection of spouse and children, optimisation of inheritance duties.
Who is it for?
- Business owners preparing transmission
- Couples with significant wealth
- Blended families with specific issues
- Heirs wishing to plan their own succession
Our approach
A rigorous method, designed for the long term.
Succession is ideally prepared 10 to 15 years in advance. We build a progressive plan combining donations, dismemberments of ownership, inheritance contracts, and sometimes more complex structures (family holding, trust). Every choice is discussed within the family and formalised through enforceable deeds.
What is included
Comprehensive support.
- Audit of the estate and family situation
- Design of a transmission plan staged over time
- Drafting of deeds with our notary network
- Support to the family throughout the discussions
Frequently asked questions
What our clients ask us.
Other expertise
Explore other areas.
Book a free consultation
Let's discuss your wealth project, in full confidentiality.
An initial 45-minute meeting, free and without commitment, to understand your situation and assess together the possible avenues of support.