The Van Linden family, with significant real estate and business holdings across Switzerland, Belgium and France, faced a complex succession challenge. The family’s patriarch was concerned about the fragmentation of assets, exposure to inheritance taxes, and potential disputes among heirs residing in different countries.
We initiated a comprehensive review of the family’s asset structures and engaged with legal experts in each jurisdiction. A combination of Swiss and Belgian private foundations was implemented to hold and manage assets, ensuring tax efficiency and long-term governance. Family governance protocols were established, including a family charter and regular assemblies for transparent decision-making.
Inheritance tax exposure was reduced by over 40% through strategic structuring.
Assets were consolidated under a clear governance framework, minimising the risk of future disputes.
The next generation was actively involved, ensuring continuity and shared vision.
A Note on Confidentiality: To respect the privacy of our clients, names and some identifying information have been altered in these case studies.