Explore this NEXOS PSS service
Family foundations
We help assess whether a family foundation meets the objectives of owners and their family, and compare it with other succession options under current legal and tax conditions.
Send an enquiryWhen to use this service
An owner is planning a generational transition
A family needs rules for managing its assets
Different ownership and distribution options are being considered
A decision roadmap is needed before implementation
Scope of support
Assessing ownership and family objectives
Comparing options
Legal, tax and financial analysis
Designing governance and benefit arrangements
An implementation plan and document list
The process, step by step
We agree the objective, intended users and scope.
We agree the data, documents and responsibilities.
We conduct the analysis or implementation in agreed stages.
We discuss findings and hand over the deliverables.
What you receive
Options and selection criteria
A memorandum setting out assumptions and risks
A timetable for decisions and documentation
Fees
How we determine our fees
Our fees are agreed individually, taking account of the scope, scale, complexity and expected delivery date of the services. Fees may be charged on an hourly, fixed-fee or combined fixed-fee and hourly basis. Please contact us for detailed information about fees for the services provided by our team of specialists.
Get in touch
Let us discuss exactly what you need
Tell us about your situation, objectives and deadlines. We will identify the right team and contact you to discuss how we can work together.