Generational
Handover

Angels Roqueta
Consultant and Independent
Board Member

Experience
Professionalism
Rigour
Quality

Intergenerational shareholder
changes

• Analysis of the current and future shareholding structure to strengthen the company and safeguard the family.
• Inheritance process planning.
• Redefining the composition of shareholdings by family branches.
• Inheritance, usufruct and inheriting shares.

Planning
for family businesses

• Mentoring of new generations.
• Optimisation of the business and family organisation chart.
• Family Office design, investment control and monitoring mechanisms.
• Family Councils.

Corporate
restructuring

• Study of the optimal corporate structure (holding company, subsidiaries, affiliates, etc.)
• Tax planning for inheritance in family businesses and compliance with requirements.
• Actions prior to sale and purchase to minimise costs.
• Optimisation and structuring to facilitate decision making.
• Segregation of activities by family branches.

Contact us

Generational
Handover

Angels Roqueta
Consultant and Independent Board Member

Experience
Professionalism
Rigour
Quality

Intergenerational shareholder
changes

• Analysis of the current and future shareholding structure to strengthen the company and safeguard the family.
• Inheritance process planning.
• Redefining the composition of shareholdings by family branches.
• Inheritance, usufruct and inheriting shares.

Planning
for family businesses

• Mentoring of new generations.
• Optimisation of the business and family organisation chart.
• Family Office design, investment control and monitoring mechanisms.
• Family Councils.

Corporate
restructuring

• Study of the optimal corporate structure (holding company, subsidiaries, affiliates, etc.).
• Tax planning for inheritance in family businesses and compliance with requirements.
• Actions prior to sale and purchase to minimise costs.
• Optimisation and structuring to facilitate decision making.
• Segregation of activities by family branches.

Contact us