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PCs, Wealth and Family Business

Areas of expertise
  • Taxation of family businesses and large estates
  • Family Office Financial Management
  • Succession and generational succession planning
  • Legal and tax planning
  • Financial policies in family business governance
  • Private Client & Private Wealth
  • Family and civil law matters (marital, parental and personal status)
  • Inheritance and estate proceedings (including probate and asset division)
  • Cross-border succession and international family law
  • Nationality, residence, and family relocation planning

Andersen provides comprehensive legal and tax advice to individuals, high net worth individuals, family offices, and family businesses, offering tailored solutions that combine efficiency, wealth protection, and long-term planning.

Our practice addresses both the personal and wealth-related needs of clients, as well as the specific challenges arising from business activity, family dynamics, and generational succession. We support clients in the design of efficient structures for holding and managing assets, succession and estate planning, and the organization and governance of family businesses.

We work in close coordination with other practice areas to deliver an integrated and multidisciplinary approach, enabling clients to anticipate risks, optimize tax structures, and ensure the continuity and sustainability of their family and business projects.

Andersen also advises on national and international matters, including cross-border wealth structuring, relocation, and family office management, as well as on the resolution of family and corporate conflicts and the implementation of governance protocols that ensure a balanced relationship between family, ownership, and management.

Services
  • Tax and estate planning for individuals and large estates.
  • Structuring and reorganization of family groups and holding companies.
  • Succession planning, wills, inheritance agreements, and orderly wealth transfer tools.
  • Design and implementation of family protocols and governance models.
  • Advice on family offices: management, professionalization, and wealth strategy.
  • Resolution of family, corporate, and partner conflicts.
  • Corporate transactions and restructurings related to the family business.
  • Tax advice on real estate, financial, and business investments.
  • International planning, mobility, and change of tax residence.
  • Asset protection and wealth risk analysis.
  • Advisory on family and civil matters, including marriage, divorce, non-marital partnerships, maintenance obligations, parental responsibilities, and personal status matters.
  • Advisory and representation in inheritance and estate proceedings, including asset division, probate, and cross-border succession matters.
  • Assistance in international family matters, including nationality, residence permits, family reunification, and application of EU and international regulations