Purpose
Inheritance and gift tax planning should connect the tax result with control, liquidity and family governance. A transfer that saves tax but creates conflict is not a good structure.
Knowledge
Family transfers reviewed for tax, valuation and governance.
Review of inheritance tax, gift tax, valuation, business relief, liquidity, family governance and cross-border transfer risks.
Review points
We review residence, nationality, asset location, business assets, administrative assets, valuation, exemptions, holding periods, foundation options, shareholder agreements and liquidity for tax payments.
Typical output
The output is a transfer map with tax assumptions, valuation questions, relief conditions, timing, documents and unresolved risks.
Why it matters
Cross-border families often face overlapping tax rules. Early planning avoids emergency transfers, valuation disputes and liquidity pressure after a death or restructuring event.
Next step
Turn the topic into a documented review.
Confirm facts and jurisdictionsPrepare ownership and bank documentsMap tax, governance and implementation risksBook a confidential consultation