Family business succession
Preparing the transfer to the next generation without weakening the business.
Passing on the family business is prepared several years in advance. We organise with you the succession at the head of the business, the valuation, the financing and the tax side of the transfer, to ensure the continuity of the business and fairness between heirs.
Family and wealth assessment
Situation of the family, the business and the assets.
Business valuation
With our Company valuation → service
Governance
Shareholders’ agreement, family charter, role of each person after the transfer.
Structuring the transaction
Gift, sale, family holding, in Switzerland and in France.
Taxation of the transfer
Gift and inheritance taxes, tax neutrality of restructurings.
Passing on the family business is prepared several years in advance. We organise with you the succession at the head of the business, the valuation, the financing and the tax side of the transfer, to ensure the continuity of the business and fairness between heirs.
Passing on a family business is not limited to a change of shareholders: it involves human, tax, legal, wealth and financial issues that need to be anticipated. Our aim is to preserve the continuity of the business, family harmony and the interests of each party.
Complementary expertise
Speak with an expert
First meeting free of charge. Offices in Geneva and Paris, or by video conference.