Services

Succession Planning

Secure your legacy

Planning for the future is not only about securing wealth but also ensuring that your legacy endures across generations. In today’s complex global environment, Liechtenstein – with its robust legal framework and centuries-old tradition in wealth structuring – offers unique opportunities for succession planning.

Griffin Group — Succession planning: Advice on corporate and asset succession, hand signs document at the meeting table.

Whether you are structuring family wealth, supporting charitable causes, or planning for the next generation, foundations, trusts, and establishments can serve as solid instruments to achieve your goals. With appropriate succession planning, you ensure that:

Your accumulated wealth is preserved across generations.
Your assets can be controlled, transferred gradually, and passed on to heirs according to your terms.
Conflicts and legal uncertainties within the family are minimized.
The individual needs and particularities of beneficiaries are taken into account.
Assets remain protected even in unforeseen circumstances.
Charitable and family objectives can be purposefully fulfilled.

The Key Components

Mandate and Governance

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We prioritize preserving your wealth by helping you establish a clear mandate and a robust governance structure. This begins with defining your objectives, ensuring appropriate oversight (such as appointing a protector or another supervisory body), clarifying how roles, responsibilities, and authorities may transition to succeeding generations, and documenting your detailed wishes regarding the administration of the structure.

A close, trust-based collaboration between trustee, settlor/founder, and beneficiaries forms the foundation for sustainable stewardship and effective achievement of shared goals.

An Appropriate Structure

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It is essential to establish a solid structure suitable for succession planning, such as a trust, foundation, or establishment.

Trust companies, foundations, and establishments are often complemented by underlying entities that hold different types of assets. This helps segregate risks and simplify reporting.