Family Wealth Succession Planning

In today’s context of increasingly diverse family structures and complex asset frameworks,IVYE GROUP supports high-net-worth families in building legally sound and institutionally robust succession systems. By leveraging tools such as trusts, foundations, and family constitutions, we help families foster next-generation involvement in governance and philanthropy—ensuring smooth wealth transfer, clear accountability, and sustainable long-term governance.

✅ Scope of Succession Planning Services

  • Design and establishment of family trusts and private foundations
  • Drafting of family constitutions and governance mechanisms
  • Planning of rights and responsibilities distribution (e.g., separation of voting rights and economic rights)
  • Next-generation succession preparation (education, governance participation, philanthropy engagement)
  • Philanthropy strategy design and mechanism setup

📍 Succession Planning Workflow

1
Succession Goals & Family Assessment
  • Map out family member structure, asset distribution, and tax residency profiles
  • Identify key succession objectives: wealth preservation, governance, education, philanthropy, etc.
  • Highlight potential conflicts or generational differences to inform governance design
2
Legal Structures & Succession Tools
  • Develop tailored frameworks using family trusts, foundations, or hybrid structures
  • Define trustee responsibilities, asset management rules, and distribution mechanisms
  • Assist with legal setup, documentation, and execution planning
3
Governance Mechanisms & Consensus Building
  • Establish a governance framework defining family roles and participation mechanisms
  • Recommend governance bodies (e.g., family council) to enhance cross-generational communication
  • Facilitate consensus-building to strengthen commitment and implementation
4
Rights Allocation & Generational Planning
  • Design flexible ownership and control arrangements, balancing management authority with benefit distribution
  • Plan succession pathways for next-generation leaders, strengthening responsibility and leadership capacity
  • Introduce shared management frameworks for critical assets to reduce risks of concentration or instability
5
Next-Generation Engagement & Philanthropy Strategy
  • Create customized involvement pathways: financial literacy programs, investment exposure, family affairs participation
  • Support philanthropic initiatives: establishing charitable foundations, named projects, or long-term donation plans
  • Reinforce family values and social responsibility to extend legacy and influence across generations

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