Family Wealth Management and Inheritance

Planning of Family Enterprise Actual Control

The secure and stable actual control of a family enterprise is fundamental to its longevity

The inheritance of family wealth often involves the passing on of equity/shares/partnership shares in family enterprises.

Arrangements such as pledge financing of equity/shares/partnership shares, mergers and acquisitions, asset/debt restructuring, valuation adjustment mechanisms, and IPOs are inevitable in the operations of a family enterprise. They may affect founders'/family members’ actual control over the family enterprise. The same is true for changes in marital relationships, testamentary arrangements, unlimited joint and several liability guarantees, and tender offers on the secondary market of the founders/family members of a family enterprise.

Leveraging our exceptional team and extensive experience in finance, securities, and dispute resolution, we provide our clients with integrated and customised solutions to stabilise the actual control of family enterprises while ensuring regulatory compliance, effective corporate governance, and orderly wealth transfer. 

Our services include:

  • Design and optimisation of the control structure of a family enterprise
  • Marital arrangements for the control of a family enterprise
  • Testamentary arrangements for the control of a family enterprise
  • Stability of the control and equity allocation of a family enterprise
  • Negotiations and drafting of investment and financing terms of a family enterprise
  • Design of control transfer schemes for a family enterprise
  • Risk prevention of loss of control of a family enterprise
  • Restructuring and divestment of assets and business of a family enterprise
  • Development and optimisation of articles of association, system design, and rulemaking of a family enterprise and its holding subsidiaries
  • Weighted voting rights arrangements of a family enterprise
  • Design of employee stock ownership plans and executive share incentive plans of a family enterprise
  • Optimisation of corporate governance structures of a family enterprise
  • Referral of external directors of a family enterprise
  • Dispute resolution and compliance services in relation to any of the above

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