FAMILY PROTOCOL
In this regard, the configuration of Family Protocol comes as the key instrument for regulating the sequence of the company, in a consensual and orderly manner and, in relation to it, ARPA Lawyers Consultants develops the following actions:
- Meetings with family members and strengthening the dialogue between them.
- Elaboration of Family Protocol and possible further developments.
- Advice to Governing Bodies (Council of Family, Family House, Family Protocol Committee).
- Drafting of prenuptial contracts/agreements, wills, etc., in accordance with the Family Protocol.
- Appropriateness of Corporate Statutes, Covenants with Partners, Governing Bodies, etc., to the provisions of the Family Protocol.
TAX PLANNING
In the same way, when implementing such succession, it becomes essential to have an optimal tax plan leading to a proper conduct of the succession:
- Analysis of the internal situation of the company and persons belonging to the family, while maximizing the tax burden resulting from the Property Tax.
- Advice on Family and Business Heritage Protection stragegies.
- Stressing the importance of a correct forecast of leadership succession in order to secure the company’s continuity
- Fiscal planning of the succession, both inter vivos and mortis causa