An UHNW family needed a comprehensive succession plan to ensure seamless, tax-efficient transition of wealth and control to the second generation. Complexities included diverse family dynamics, varying tax residencies, liquidity needs, and assets scattered across multiple jurisdictions.

Neopolis led the design and implementation of a succession programme covering preparation of estate planning documentation, creation of family constitutions and governance protocols, and implementation of tax-efficient capital extraction strategies for the UBOs.