IVSuccession Planning
Passing it on begins with talking about it.
Preparing to pass on ownership and responsibility, with care for the people on both sides of the transition.
To inherit · to carry on
Overview
Succession is not a single event. It is a process that, done well, begins many years before it is needed.
We work with founders to understand their intentions for the business, the family wealth and each heir, and to separate the questions of who will own from who will lead.
With the family’s legal and tax advisers, we coordinate trusts, holding companies, wills and shareholder agreements. The aim is to give your intentions a lasting form across jurisdictions.
What you pass on matters. So does how they learn to carry it.
Auren principle
What we provide
Scope of service
Founder intentions
Clarifying the founder’s wishes for business, family and legacy.
Ownership transition
Coordinating trust, holding and shareholder structures with specialist advisers.
Leadership transition
Preparing successors, whether family members or professional managers.
Heir readiness
Mentoring and education so that heirs inherit capability as well as capital.
Contingency planning
Ensuring continuity in the event of the unexpected.
Communication
Helping families discuss succession openly, reducing the risk of future dispute.
Our approach
How we work
- 1.
Understand the founder’s vision
- 2.
Assess the family and business
- 3.
Coordinate structures with advisers
- 4.
Guide the transition over time
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Wealth Management
Private Consultation
Before a plan, there is a conversation.
What have you built? What do you hope it makes possible?
We begin by listening.