Pass on the business, and the wealth, on your terms.
Succession planning is the deliberate transfer of leadership, ownership and wealth from one generation or owner to the next. For a business, it covers who takes over management and equity, and on what timeline. For a family's wealth, it covers how assets, trusts and holding structures pass to heirs, with as little dispute, delay and tax leakage as possible. Done well, it is documented and agreed while the current owners are still involved, not improvised after an unplanned exit.
Wealth that should pass smoothly to the next generation is usually eroded gradually: unplanned tax, a structure that was never set up, and assets left without a plan when they should have been placed in a trust, foundation or holding entity years earlier, especially once heirs are spread across different countries.
M2K Advisors helps families plan and set up the structures that carry wealth to the next generation. That starts with the tax and regulatory position in each country involved, moves into setting up the trusts, foundations and holding entities the plan needs, and continues with keeping those structures compliant afterwards. Because our tax, corporate and compliance teams sit in one firm, what we set up is built to work with your existing tax position, not around it, and it holds up across the countries your family and assets are actually in.
Working with families to design a succession plan for their wealth and assets, phased over a realistic timeline and coordinated with any handover of business ownership.
Structures and documents that keep family and wealth decisions separate and reduce the risk of dispute between heirs.
Trusts, foundations and holding structures that pass wealth to the next generation on the terms the owner intends.
Advice where heirs, assets or business interests sit in more than one country, so succession works consistently across borders.
Structuring the transfer of investments, property and other wealth to reduce the tax and duty cost of succession.
Setting up and administering the trusts, foundations and holding entities a wealth succession plan relies on, so they stay compliant year after year.
The succession and wealth-transfer questions our clients bring to us most often.
Planning how family wealth and assets pass to the next generation, alongside any handover of business ownership.
Family constitutions, councils and decision-rights frameworks that keep family and wealth decisions separate.
Trusts, foundations and holding structures that pass personal and family wealth on the owner's terms.
Coordinating wills, trusts and inheritance rules where heirs and assets sit in more than one country.
Structuring the transfer of assets, investments and wealth to reduce gift, inheritance and capital gains tax cost.
Setting up and administering the trusts, foundations and holding entities a wealth structure relies on.
Succession planning is the deliberate transfer of leadership, ownership and wealth from one generation or owner to the next, covering who takes over, on what timeline, and how the transfer is structured and funded.
Without one, a transition tends to happen by default, at the worst possible time, such as after an illness, death or sudden dispute. A documented plan lets the business choose its successor, timeline and structure while the current owners are still there to guide it.
A family constitution is a written charter that sets out how the family and the business relate to each other: who can work in the business, how decisions are made, how disputes are resolved and how ownership can be transferred. It reduces the number of decisions made informally, under pressure.
Estate planning is usually about the transfer of personal assets and wealth on death, through wills, trusts and similar structures. Succession planning is broader: it includes estate planning but also covers who leads and owns the business while the current owners are still alive, and how that transition is managed.
Yes. We coordinate succession and estate planning across the jurisdictions where a family's members, assets and entities are located, so wills, trusts and structures work together instead of conflicting with each other's rules.
Earlier than most owners expect, ideally years before the intended handover. Preparing a successor, documenting governance and structuring the transfer all take time, and rushed succession plans are the ones most likely to be challenged or to fail.
We review the gift, inheritance and capital gains tax treatment of the assets being transferred, structure holding and financing vehicles ahead of the transfer, and time the transfer to use available reliefs, so less value is lost to tax along the way.
We design the structure, valuation and tax position behind trusts, wills and holding entities, and coordinate with local counsel to draft and execute the legal documents in each relevant jurisdiction.
We advise on succession and estate planning across the jurisdictions where our clients and their families are based, coordinated through our offices in India, Singapore, the USA and the UAE and our wider network of over 20 countries.