Private WealthEstate ManagementDistribution PlanningExecution Oversight
Family office: cross-border succession structure for three jurisdictions
A business-owning family with assets in three jurisdictions needed one succession structure — and someone to actually run it to completion.
The challenge
Instruments valid at home were unenforceable elsewhere; probate timelines diverged; nobody owned the cross-border picture.
What we did
We inventoried every entity and holding across the three jurisdictions, reviewed all instruments for cross-border conflicts, designed the distribution plan with counsel, and supervised filings and transfers to completion.
- 3
- Jurisdictions unified
- 17
- Conflicts identified and resolved
- on schedule
- Administration timeline
Next story
Fintech platform: cross-border acquisition support through closing
Next Step
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