We advise on succession and estate planning with a focus on cross-border compatibility, clear instructions, and practical implementation that reduces dispute risk.

How we typically support

We coordinate succession mechanics with governance continuity so decision-making remains stable during transitions.

Scope of services

• Planning succession in cross-border family contexts

• Coordinating structure governance with inheritance planning objectives

• Designing continuity and incapacity planning workstreams

• Supporting documentation and implementation (instructions, governance steps)

• Reducing dispute risk through clarity, records, and consistency checks

• Cooperating with foreign counsel and advisors

Approach

Succession planning should be implementable and dispute-resilient. We focus on clarity of intent, consistency across instruments, and governance mechanics that reduce uncertainty at the moment it matters most.

Deliverables

• A cross-border issue map (conflicts, formalities, execution risks)

• An implementation roadmap (documents, steps, timing, responsibilities)

• A dispute-risk memo (typical points of challenge and mitigations)

Cross-border execution risk

Cross-border succession fails most often at execution. We map formalities, conflict-of-law pressure points, and governance continuity needs so that the plan remains implementable at the moment it matters and less exposed to challenge.

Selected experience (anonymised)

• Coordinating succession planning with foundation/holding governance

• Reviewing documentation for cross-border consistency and execution risk

• Designing continuity mechanics to reduce family conflict escalation

If you require a second opinion on cross-border execution risk, we can typically accommodate short timelines.