SUCCESSION PLANNING & DISPUTES
You are facing unique challenges as you prepare your business for the next generation. The decisions you will make will affect the future of your business, your customers, your employees and most importantly – your family. We can help you develop a clear plan for the future designed to avoid disputes, maximize the benefits of your assets & minimize the tax burden.
We have significant experience of supporting family businesses on successions planning
& dispute situations
Succession Planning
We can help you in putting in place a thought-through succession plan, so that your wealth is preserved for your generations:
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Structures to protect wealth from internal & external risks.
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Structures to achieve a gradual transition of control.
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Structures to keep the family bond alive for generations by discouraging exits, encouraging equitable terms.
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Structure to provide security to non-participating individuals of family.
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Cross-border ownerships and movement of capital.
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At Coortus Advisors, we appreciate that Succession Planning is a cornerstone of wealth preservation and a means to ensure your legacy endures. We provide expert guidance in crafting strategies that seamlessly transfer wealth and assets to the next generation. Our team meticulously analyzes your financial landscape, understands your long-term objectives, and advises on efficient structures for tax minimization and wealth preservation, across jurisdictions.
Furthermore, we assist in formulating plans that foster family harmony, facilitate wealth education for the next generation, and respect your values and goals. With Coortus Advisors, succession planning becomes more than just a legal necessity; it’s the creation of a lasting legacy, a celebration of your life's work, and a solid foundation for future generations.
Disputes
At Coortus Advisors, we recognize that Wealth-Related Family Disputes and Family Separations can be challenging and emotionally charged. Our specialized service line provides objective guidance and compassionate support during these difficult times.
Our team of experts works closely with you to understand your unique situation, offering comprehensive services including valuation of assets, division of wealth, and succession planning. We prioritize open communication, fairness, and confidentiality, ensuring that your financial interests are protected and the process is conducted with utmost integrity. In situations requiring legal recourse, we collaborate with your legal advisors, providing crucial financial insights to support your case.
Our goal is to help you navigate these sensitive situations with grace and resilience, promoting a fair resolution and a positive path forward.
