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Succession planning

We assist in structuring wealth for the succession purposes

We implement wishes of the wealth owner
Succession planning

UFG WM provides support in various wealth succession matters. We assist in setting up the rules for asset allocation amongst the successors, choosing the best and safest option to transfer wealth, preparing successors for future management of business and family assets.

For continuation of business and significant projects by the successors of the owner of the capital, we:
help to enduce the wealth owner’s objectives, conduct due diligence of assets, analyze legal and tax consequences of different options and legal enforceability of such wishes
prepare wealth succession plan for transfer of wealth and business to the family, business partners, third parties
accompany family members in the inheritance proceedings
Advising heirs

We prepare all necessary documents, accompany the successors at every stage, educate heirs on legal, tax and financial aspects of wealth management

Our goal is to preserve and increase family wealth through generations

1st place in the Succession Planning and Trusts category according to Euromoney magazine
HOW WE WORK

We develop the appropriate structure for the transfer of capital

We keep all information on intra-family wealth transfers strictly confidential

We provide support to the family in difficult times

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