Hereditary planning: make a decision before it’s too late
Stress, scandals between partners, heavy litigation with relatives for assets and huge commissions to intermediaries, brokers, lawyers and notaries. You will never know about this if you start hereditary planning in time.
Let’s put aside the stereotypes that planning an inheritance is the share of the elderly. The one who works best now is the one who knows how to look a few steps ahead.
ARAVANA Multifamily Office specialists, together with partners, are ready to take on the following functions:
- analyze the structure of assets. First of all, from a legal point of view and with risk assessment;
- generate strategy options based on goals;
- create a corporate governance structure in the form of funds, trusts and management companies;
- to consult on the management of property by heirs and control over assets.
What is it for?
Firstly, to preserve and increase capital, because a clear asset structure will clearly show where to move on. Secondly, to eliminate the factor of emotional “swings” in conditions of compressed time, when decisions will have to be made on the basis of compromises and concessions. Thirdly, the earlier the relevant decisions are made, the more options for asset management appear. This is positive for the state of the business and the quality of assets within it.
No more than 5% of businessmen plan to inherit, but this figure should grow if an entrepreneur needs the business to be passed down from generation to generation and only grow in assets. ARAVANA Multifamily Office will provide comprehensive support at all stages of planning and implementation of the strategy.
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