CORPORATE AND FAMILY GOVERNANCE

GENERATION PLANNING

Timely and active inheritance planning is a particular concern for ATAG Family Office Ltd. For example, inheritance entails fundamental changes and puts companies and families through some tough tests; emotions often play an important role during this time. We help and support our clients regarding any questions or problems that may arise in the context of family, marriage, estate planning or estate management. We also cover all legal issues and tax aspects in a comprehensive analysis, in addition to providing sound advice regarding the management of our clients’ assets.

CORPORATE AND FAMILY GOVERNANCE

We work together with our clients to develop the best organisational structure for the responsible management of the family business, to ensure that the family assets are maintained for generations to come. If there are several successors to a family business then arrangements made for the next generation will naturally revolve around the allocation of the family assets. If such arrangements are well made and can avoid typical pitfalls, it is easier for the next generation to agree with the decisions made.

By using this carefully-fashioned approach, we support our clients and the family company entities in their mutual dealings and communications with each other – be it among the individual family members themselves or the family members and their businesses.

ATAG Family Office has extensive experience in establishing and maintaining sustainable family structures. We provide various governance solutions to the unique family business challenges and advice in the following areas:

  • General consulting in the field of corporate and family governance
  • Development of shareholder contracts
  • Management training for executive bodies of the family business
  • Support in meetings for shareholders and employees
  • Development of a family constitution
  • Advice to the family council
  • Comprehensive support for family members
  • Conflict management
  • Communication platform for family members and employees of the family business

 

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