Family Office
alister Family Office: a one-of-a-kind outlook
alister lawyers, trusted advisors at the heart of your family business
alister’s Family Office department has developed specific expertise in assisting business owners who want to sell of their business assets and use all or part of the capital raised to develop entrepreneurial projects under family governance.
Form and substance, the family holding company as group coordinator
The family holding is the cornerstone of a project which aims to transform a business asset into an investment in company shares controlled and coordinated by a family group.
alister Family Office has the internal skills and masters the legal and tax know-how regarding corporate groups and benefits from extensive experience in the coordination of key stakeholders (e.g. sollicitors, public notaries, evaluation experts, auditing firms, accountancy firms, private banks).
Thanks to this set of skills, we deliver comprehensive and efficient support to family holdings at every step of their development, from incorporation to full operation under family gouvernance and transmission.
From reality’s complexity to the clarity of the solutions we deliver
1- Structuring a family holding company
- Developing a tailored shareholders’ agreement to address the specific challenges of family governance;
- Providing legal and tax structuring advice to position the family holding company within the broader network of entities controlled by the founder;
- Drafting the legal documentation required for the new architecture of the family group.
2- Preparing for the sale of the business assets
- Coordinating the work of valuation experts and financial due diligence teams;
- Producing vendor due diligence reports covering legal, tax, corporate, contractual, and real estate aspects.
- Establishing a data room for the sale process;
- Designing legal and tax structures to introduce, if applicable, employee share ownership;
- Drafting the legal documentation related to the transfer of control of the business;
- Supporting the sale process: negotiating transactions, informing employee representative bodies, and managing interactions with key stakeholders (banks, regulatory authorities, etc.).
3- After the sale: routine statutory compliance of the family holding company
- Reviewing post-sale reinvestment opportunities in collaboration with private banks;
- Setting up and organizing the initial meetings of a Group Governance Committee.
4- Transferring ownership of the family holding company
- Analysis of the family group’s succession planning;
- Impact assessment of the legal and tax implications of a shared-gift transfer;
- Coordinating with the notary on the agreed transmission strategy and its implementation.
A fair aim: from the entrepreneur to the family college
The transmission of a living professional legacy to one’s children, closely collaborating with them to drive the business forward while safeguarding their own projects, is an ambitious goal of family cohesion and solidarity.
This goal can be reached, if the business owner implements a new trajectory built upon the perfect alignment between the different stages of development and the legal environment.
alister Family Office’s in-depth expertise in guiding family holdings combined with a network of qualified partners, delivers at each step of the way effective assistance to achieve operational shared family governance.
Team member
Contact us !
Any questions?
Contact us !
