Setting up the ideal structure for the secure separation of family and business assets

ARROWS Law Firm provided legal advice to an entrepreneur who needed to separate his family assets from the business risks of his company. The goal was to create a structure that would protect personal and family assets from potential business disputes without limiting the flexibility of company management. The result was the establishment of a legally stable model that clearly separated the business and family spheres and minimized future risks.

ARROWS analyzed the client's asset and corporate structure, including risks arising from business activities, potential disputes, and future generational succession. Based on this analysis, the firm proposed a solution consisting of the creation of a holding structure supplemented by a trust fund for the holding of key assets. This option was chosen because it allowed the separation of the operating company with higher business risk from strategic assets (real estate and shares), while ensuring control over decision-making and maintaining the continuity of family ownership.

ARROWS prepared complete contractual and corporate documentation, including share transfers, amendments to articles of association, setting rules for asset management in the trust fund, and related tax and inheritance aspects. The project also included resolving relations between partners and establishing protective mechanisms in the event of a future sale or investor entry. The proposed structure was successfully implemented, the assets were legally separated, and the client obtained a long-term sustainable framework that protects the family's assets from business risks and potential personal disputes.

 

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