Family Business · Wealth · Legacy
Family
Protocol
Andorra · Barcelona · Madrid · Toulouse
We design the family protocol with long-term vision and legal rigour. For family businesses that want to protect their legacy and for large wealth holders who need structure, planning and continuity.
4
Jurisdictions
2
Profiles
∞
Discretion
Family business
Corporate governance, agreements between heirs, executive succession and ownership transmission.
Large wealth
Estate planning, family office, family foundations and multi-jurisdictional wealth structuring.
Multi-jurisdictional
Wealth and businesses in Andorra, Spain and France. Integral tax and legal coordination.
Total confidentiality
Maximum reserve from the first contact. The family protocol touches the most sensitive aspects of a family.
Our approach
Legacy is not
improvised
Most family conflicts are born from the absence of clear rules agreed in advance. The protocol is the agreement designed when everything is going well, so that it continues to go well.
We combine human sensitivity with technical rigour and multi-jurisdictional coverage. We accompany the family from the first conversation to the implementation and follow-up of the protocol.
Start a confidential conversation →Why now
Better when everything is going well
The protocol is easier to agree when there is no active conflict. Designing it in moments of tension is always more difficult and more costly.
Prevents future conflicts
Clear rules agreed in advance eliminate the majority of conflicts before they occur.
Protects the next generations
Heirs know what to expect and under what conditions. It reduces uncertainty and family tension.
Requires periodic review
The family changes, the company changes, the laws change. The protocol must be updated to remain useful.
Two profiles
Family business
and large wealth
Family Business
Families with common ownership or management of one or several companies. The protocol regulates family and business, governance, transmission and succession.
Adapted corporate governance
Succession in ownership and management
Agreements between heirs and spouses
Access of new generations
Dividend and remuneration policy
Conflict resolution mechanisms
Limitations on transmission to third parties
Large Wealth
Families with significant personal wealth, in one or several jurisdictions. The protocol organises estate planning, management and transmission.
Multi-jurisdictional estate planning
Structuring: holding, SCI, foundation
Family office: centralised wealth management
Lifetime donations with tax optimisation
Matrimonial regimes and capitulations
International wills
Wealth protection from third parties
Specific services
Six areas of action
01
Protocol Drafting
Legally solid framework document, adapted to the specific situation of each family and coordinated with the legal instruments that implement it.
Prior family diagnosis
Participatory drafting
Coordination with bylaws and wills
Multi-jurisdictional adaptation
02
Family Corporate Governance
Design of the governing bodies that balance ownership and management: board of directors, family council and committees.
Board with independent members
Family council
Protocol for access to managerial positions
Remuneration and dividend policy
03
Estate Planning
Transmission of wealth and the business to the next generation with tax optimisation coordinated across all jurisdictions.
International wills
Lifetime donations with tax optimisation
Succession pacts where possible
Coordination with double-taxation treaties on inheritance
04
Wealth Structuring
Efficient legal vehicles to organise, protect and transmit wealth: holdings, SCI, foundations and family office.
Family wealth holding
SCI for assets in France
Family foundation
Family office
05
Matrimonial Regime
Most appropriate matrimonial economic regime to protect family and business wealth in case of separation.
Analysis of the current regime
Matrimonial capitulations
Business protection in case of divorce
Coordination for international couples
06
Mediation and Conflicts
When conflict already exists, we accompany in negotiated solutions that preserve both wealth and relationships.
Professional family mediation
Orderly exit of family partners
Valuation and liquidation of holdings
Judicial representation if necessary
Confidential contact
A confidential
conversation
The first meeting is not about lawyers. It is a conversation about the family, the objectives and the legacy they want to build. No forms or prior documentation.
🏛️
Backed by Jurisserv, for complex multi-jurisdictional structures. See also on Jurisserv →
Related services
Services that
complement the protocol
Shareholders Agreements
Coordination of the protocol with the shareholders agreement and corporate governance.
View service →
Tax Planning
Tax optimisation of estate and business transmission between jurisdictions.
View service →
Corporate Structuring
Family holding, SCI and vehicles to organise and protect wealth.
View service →
M&A · Transmission
Sale of the family business when the time comes for the generational handover.
View service →