Succession is not a single event — it is a structure built to hold over time.
We design succession solutions that account for the full picture of modern wealth, from business interests and real estate to cryptocurrency portfolios and digital asset collections. Each mandate is built to remain legally robust and enforceable across jurisdictions, with governance rules, custodial arrangements, and access protocols that ensure nothing is lost or frozen at the moment it matters most.
What We Do
- Transfer of business interests into foundations or trust structures
- Succession rules covering digital assets and private key governance
- Multi-generational continuity and family governance planning
- Protection against forced heirship and cross-border legal conflicts
- Coordinating with tax advisors and legal counsel across relevant jurisdictions to ensure each succession step is executed without triggering avoidable tax events
Who This Is For
The Business Owner
You've built a company and need it to transfer cleanly — to family, a foundation, or the next generation — without ambiguity or legal conflict.
The Intermediary
You act on behalf of clients whose assets require structured succession — ensuring that access, governance, and continuity are secured independently of any single person or relationship.
The Family Planner
You are thinking across generations and need structures that protect your family from forced heirship rules, cross-border disputes, and frozen estates.
FAQ
Can a Liechtenstein foundation protect assets from forced heirship rules?
Liechtenstein foundations can provide significant protection against forced heirship claims under foreign law, depending on the applicable jurisdiction and the structure of the foundation. This is a fact-specific analysis and we assess each client's situation individually before recommending a structure.
What happens to crypto and digital assets when there is no succession plan?
Without proper planning, digital assets can become inaccessible or lost entirely. Private keys may be unknown to heirs, wallet access may be tied to single devices, and legal frameworks for claiming digital assets vary widely. We build succession structures that specifically address key access, custodial arrangements, and wallet governance.
When is the right time to start succession planning?
Earlier than most people expect. Succession planning is most effective when designed alongside the asset structure itself — not as an afterthought when assets are already scattered. If you have meaningful wealth across more than one country, the time to plan is now.
Speak with our team
Succession planning works best when started early. If you want to understand your options, we are ready to have that conversation.
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