IVTransfer · Services
Business succession
The hardest handover is not the tax one. It is the one between people.
The transfer from one generation to the next is the moment when family wealth is most fragile. Planned in time, it becomes continuity. Left to chance, it often becomes conflict.
At a glance
The transfer from one generation to the next is the moment when family wealth is most fragile. Planned in time, it becomes continuity. Left to chance, it often becomes conflict.
- For
- Founders who want to plan who will lead the company
- You obtain
- A handover prepared in time · A family that stays united · A company that carries on
- First step
- Request a private consultation →
01What the company obtains
- I
A handover prepared in time
Who leads, who takes part and who receives is decided first, with nothing left to chance.
- II
A family that stays united
Shared rules reduce disputes and protect the bonds between siblings and generations.
- III
A company that carries on
Shares and leadership pass on without stopping the work.
02For whom
Who it is for
- Founders who want to plan who will lead the company
- Families with heirs who have different roles and wishes
- Families with assets and heirs in more than one country
03How I work
Step by step, in the right order
- 01
Listening to each generation, separately and together
- 02
Choice of the right tools: trust, family pact, holding company, will
- 03
Written rules for governance and for future disagreements
- 04
Gradual handover, followed over the years
04Frequently asked questions
Short answers to real questions.
When should I start planning the succession?
Long before it becomes urgent. The best plans are made when the founder is fully active and can guide the choices personally.
What is a family pact (patto di famiglia)?
It is an Italian contract that allows an entrepreneur to transfer the company, or company shares, to one or more descendants during their lifetime, with the participation of the spouse and the other forced heirs.
How do you avoid conflict between heirs?
With clarity before the transfer: who receives what, who decides, and how disagreements are settled. Written rules protect relationships as much as assets.
What if heirs live in different countries?
Each country has its own succession rules. Coordinating them in advance avoids contradictions, delays and unexpected costs.
Can a trust help the generational transfer?
Often yes. It can hold company shares and assign management and benefits according to rules that last beyond the founder.
Private consultation
Every family begins with a conversation.
Six questions, two minutes. You receive your three priorities and choose a time for a confidential conversation.
Request a private consultation