Foreign Family Foundations

Succession

We support clients who consider establishing a foreign family foundation, particularly in the following areas:

  • Reviewing the business and family situation in terms of potential risks and possible claims/conflicts related to inheritance, taking into account the specifics of the business and the owner’s objectives.
  • Developing a tailored succession model based on a foreign family foundation, according to the jurisdiction preferred by the owner or recommended by our firm, aligned with the owner’s goals.
  • Planning any necessary changes in the structure of the family business/group of companies to prepare them for succession, including comprehensive advisory services during the implementation of the recommended changes.
  • Providing comprehensive support during the implementation phase of the chosen model, including contact and supervision over the work of foreign legal and tax advisors, and the preparation of corporate documentation for the foundation reflecting the owner’s goals.
  • Ongoing legal and tax advisory services after the recommended structure has been implemented.