Generational transition

Generational transition

Generational transition: protection and continuity of assets 

Xpertia supports entrepreneurs and families in managing the delicate phases of generational transition, offering tailor-made solutions to ensure business continuity and asset protection. 

We analyse each situation with a strategic approach, identifying the most appropriate legal and tax tools for an effective, secure and convenient transfer. Among the solutions we offer: 

  • Family agreements and wills to regulate succession and future governance. 
  • Establishment of holding companies and corporate reorganisations to optimise the management and control of the business group. 
  • Shareholder agreements and special clauses in articles of association to ensure stability and alignment of interests among heirs. 
  • Donations and trusts to protect and transfer assets in a strategic manner in line with family and business objectives. 

 

Extraordinary operations

assistance in mergers, demergers, acquisitions, corporate transformations, contributions, transfers of businesses or shareholdings, and liquidations.

Advanced tax planning

Structuring complex tax strategies to optimise tax burdens in extraordinary circumstances, including at international level.

Company evaluation

analysis of the economic value of a company with a view to sale, restructuring or investment.

Due diligence

thorough review of the accounting, tax, legal and financial situation in the context of acquisitions or restructuring.

Advice on accessing capital markets

Development of recovery plans, preventive agreements and other crisis management procedures.

Advice on accessing capital markets

Support in issuing bonds or SFPs or in finding strategic investors

International taxation

Specialised assistance for investors and international groups. Application of DTAs and TIAs. Transfer pricing advice. Tax residence under the 24-bis regime, investor visas and similar.

Corporate and tax contracts

drafting complex agreements and support in negotiations

Generational transition

Support in the transfer of personal and corporate assets, ensuring continuity and tax optimisation, including through structures that implement holding companies or trusts.

Tax disputing

Assistance at every stage of proceedings before tax authorities and courts, including in highly complex cases (abuse of rights, tax residence).