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Business Owners and SMEs · Family Business Succession

Don’t let the handover cost the company.

Transferring a well-planned family business can result in a reduction of up to 95% in inheritance and gift taxes. Doing so without meeting the necessary requirements may force you to sell the business or cause a rift within the family. We work with you to plan the succession: protocol, taxation, and governance.

Planning for SuccessionTalk to a lawyer
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Possible Reduction in ISD
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Companies Now in Their Second Generation
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Years of specialization
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Years of Required Maintenance
The Challenge

The future of the company— without improvisation.

The 95% reduction in the Inheritance and Gift Tax is not automatic. It requires that the entity engage in actual economic activity—not merely the ownership of assets—a minimum ownership stake by the family group, paid management functions, and the retention of the acquired assets for the statutory period. Any oversight could result in the loss of the entire benefit.

The most costly mistake is leaving it until the last minute. When the handover takes place without a formal process, without a holding company, and without the necessary arrangements in place, the tax authorities may force the sale of the business or create conflict among the heirs. Planning ahead is what turns a succession into an orderly transition.

  • A 95% reduction due to failure to meet the economic activity requirement.
  • Management and compensation roles not assigned within the family group.
  • Lack of a family protocol and clear governing bodies.
  • Disputes among heirs due to the lack of prior inheritance agreements.

How we can help you .

Taxation

Ensure a 95% reduction

We verify economic activity, ownership, management functions, and maintenance to ensure that the reduction in ISD is applied without risk.

Protocol

Family Protocol

We draft the rules of the game: admission and withdrawal of members, profit distribution, dividends, and conflict resolution before conflicts arise.

Structure

Holding Company and Governing Bodies

We design the corporate structure (family holding company, board of directors, shareholders' meeting) that establishes control and facilitates the transfer of ownership.

Broadcast

Gift, inheritance, or estate agreement

We choose the option that best protects your legacy: a lifetime gift, a will, or a pre-need estate plan, depending on your situation.

How We Work

From the founder to the next generation.

1
Relay Diagnosis
We analyze the company, the family, and the outstanding tax requirements.
2
Succession Planning
We define the protocol, corporate structure, and method of transfer, along with their tax implications.
3
Implementation and Monitoring
We handle the necessary paperwork and provide support throughout the maintenance period to ensure you do not lose your benefits.
Book your first consultation

Why Us.

Taxation and Business, All Under One Roof

We coordinate ISD planning with corporate and commercial law. We do not split the handover among multiple professionals.

Long-Term Vision

We're planning for the transition with a long-term perspective, not just for tomorrow's signing. We're preparing the requirements well in advance so that the reduction isn't jeopardized.

Direct dealings

You'll work directly with the tax attorney who plans your estate, not with an intermediary. Discretion and a close relationship with the family.

Preguntas frecuentes

Your questions, answered.

This is a reduction in the inheritance and gift tax base for the transfer of a family business or equity interests that meet the legal requirements, with possible additional benefits at the regional level. It significantly reduces the tax bill associated with the transfer, but only if the conditions are met.
In general: the entity must engage in a genuine economic activity rather than merely holding assets; there must be a minimum individual or family group ownership stake; the individual must perform management functions for substantial compensation; and the assets acquired must be retained for the legally required period. We review each case on an individual basis.
It depends. A lifetime gift allows you to plan for succession and support the next generation, but it is subject to its own tax rules; an inheritance ensures the transfer of assets upon death. In some regions, a succession agreement is an option. We compare the options using numbers before making a decision.
Set out the rules of the family business in writing: who can join the business, how dividends are distributed, how decisions are made, and how disagreements are resolved. This is the tool that prevents a personal conflict from turning into a corporate conflict.
Failure to meet the maintenance requirement within the legal deadline may result in the loss of the reduction granted and the obligation to bring the situation into compliance, including surcharges and interest. That is why we also plan for the years following the transfer, not just the transfer itself.
As soon as possible. Many requirements (business activity, management functions, corporate structure) must be in place before the transfer. Leaving it until the last minute is the most common reason for losing the tax benefit.

Protect what you’ve built.

A tax attorney reviews your family business and plans the succession, ensuring a 95% tax reduction. No obligation.

Planning My Estate 965 92 91 94
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