Family Businesses

We guide business-owning families and their companies through the organization of their assets, the establishment of rules governing shareholder relationships, and generational transitions.
Our work begins with a premise: the decisions that shape a family business are, first and foremost, family decisions before they are legal ones. Our role is to translate them into instruments that continue to work when conversations become difficult.

Our areas of work include:

  • Designing and drafting family protocols and implementing them through corporate and contractual instruments
  • Holding structures and separation of family wealth from operating assets
  • Shareholders’ agreements under the General Companies Law: rules governing transfers of equity interests, the admission of spouses and the next generation, and deadlock resolution mechanisms
  • Family governance bodies and their rules of procedure
  • Professionalizing boards of directors and appointing independent directors
  • Succession and estate planning under the applicable civil and commercial framework, with particular attention to forced heirship rules
  • Management trusts, gifts with retained usufruct rights, and other asset transfer tools
  • International structuring of family wealth and analysis of its tax implications
  • Dividend and withdrawal policies, and criteria for family members’ involvement in business operations
  • Liquidity mechanisms and orderly exits for departing shareholders
  • Dispute prevention and resolution, including mediation and arrangements for separating assets
  • Preparing the company for an outside investor or a sale