Generational Transition & Succession Planning
Sactis advises entrepreneurs, business families, investors and family offices on generational transition and succession planning, developing tailored solutions designed to preserve business value, ensure continuity and protect family wealth.
Each engagement is based on an integrated analysis of tax, corporate, legal and wealth planning aspects, with the objective of preventing future conflicts, optimizing the tax framework and ensuring an efficient transfer of wealth to future generations.
Through a multidisciplinary approach and the support of a trusted network of professionals, Sactis assists clients in designing sustainable legal and tax structures tailored to the specific needs of both the family and the business.
Services
The Firm provides assistance in a wide range of areas, including:
- Succession planning for family-owned businesses;
- Domestic and international estate planning;
- Transfer of family businesses, corporate shareholdings and private wealth;
- Establishment and restructuring of family holding companies;
- Family and corporate governance planning;
- Family business agreements and governance arrangements;
- Gifts and transfers of businesses, corporate interests and family assets;
- Tax planning and available tax reliefs for business succession;
- Succession planning for real estate and financial assets;
- Asset protection and wealth preservation strategies;
- Structuring family investments through holding companies;
- Coordination of tax aspects relating to cross-border estates and successions;
- Estate planning for individuals with assets located in multiple jurisdictions;
- Advice on inheritance and gift taxation;
- Coordination with notaries, legal advisors and other professionals involved in the transaction.
A Long-Term Perspective
Generational transition is one of the most critical stages in the life of both a business and a family. Effective planning helps preserve business value, minimise tax risks and ensure a smooth and orderly transfer of ownership and responsibilities across generations.
Sactis works alongside its clients to develop tailored solutions that combine tax planning, corporate structuring and wealth protection, helping to safeguard family assets while ensuring the long-term continuity and sustainable growth of the business.