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Private Wealth

 

Business Succession 

In the transmission of a business from one generation to the next, or on the sale of an owner-managed business, pressures are placed on families as they are confronted with a myriad of challenges. The aim of our business succession team is to share our experience and to put in place the right framework for succession.

The solution could be simple testamentary advice or it could involve the creation of a programme of consultation or education for younger family members.

Whatever the issues and challenges, our team across the globe can use their experience and contacts to plan effectively for the future and allow families to devise and implement the planning that works for their individual needs and circumstances.

Services

  • Private Trust Companies.

  • Settlor directed trusts.

  • Foundations.

  • Family limited partnerships.

  • VISTA trusts.

  • STAR trusts.

  • Charitable and non-charitable purpose trusts.
 

 Contacts

  • Bahrain - Paul Perris
  • BVI - Gareth Thomas
  • Cayman Islands - Fiona Barrie
  • Guernsey - Bob Banfield
  • Jersey - Phil Le Cornu
  • Hong Kong - Charlie Sparrow

 Resources

  • Ogier Private Wealth Practice Profile
  • Employee Benefits Transactions
  • Employee Benefits Practice Profile
  • Ogier Private Wealth Brochure

 Legal Services

  • British Virgin Islands (BVI)
  • Cayman Islands
  • Guernsey
  • Hong Kong
  • Jersey
 
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