In the area of succession planning, Montclair supports entrepreneurial families with the necessary procedures for a coordinated succession in their family business.
The management of a family business across generations can bear numerous challenges. As independent advisors and facilitators, Montclair team assists wealthy families in the development of a family governance concept, including the draft of a family constitution, the implementation of a family council or the organization of regular family meetings.
Estate planning & family governance services:
- Development of succession planning solutions in family businesses
- Legal advice and establishment of suitable legal structures
- Independent risk review of family situations
- Guidance and education of the next generation
- Preparation of gift contracts for lifetime transfers as well as inheritance contracts and testaments
- Execution of a wills and estate transfers
- Family Governance services: Development of a family constitution, implementation of a family council or the organization of regular family meetings, guidance as independent facilitator