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Wealth Structuring & Succession Planning
Wealth Structuring & Succession Planning
AZJ Legal advises private clients, family offices, and trustees on wealth structuring and succession planning across the UK and Gibraltar. We design and implement bespoke legal structures to preserve family wealth, maintain confidentiality, and facilitate the smooth transition of assets between generations in a controlled and tax-efficient manner.
AZJ Legal’s services include the establishment of family investment companies, bespoke holding structures, trusts, and nominee arrangements. We also advise on governance frameworks, family constitutions, and decision-making protocols to support long-term continuity and stability across generations.
Where succession planning involves multiple jurisdictions or complex asset profiles, AZJ Legal works closely with tax and fiduciary advisers to ensure legal and tax alignment across the relevant regimes. We also assist in coordinating with trustees, family office personnel, and external advisers to implement cohesive and durable structuring solutions.
AZJ Legal’s approach is discreet, strategic, and sensitive to the commercial, legal, and personal dynamics that often underpin wealth planning. We act as a trusted adviser to families and private capital groups seeking to protect and transition assets while preserving flexibility and control.
Succession planning ensures that assets are transferred smoothly and in accordance with family wishes. Without clear structures, families risk disputes, unnecessary tax exposure, and loss of confidentiality. AZJ Legal designs strategies that preserve wealth while maintaining control.
Family investment companies, trusts, bespoke holding vehicles, and nominee arrangements are frequently used. We advise on the most suitable structure depending on the family’s objectives, governance requirements, and cross-border considerations.
Governance frameworks such as family constitutions, voting protocols, and decision-making mechanisms help align interests across generations. AZJ Legal works with families to draft practical governance tools that ensure stability while preserving flexibility.
Cross-border structures often involve conflicting tax rules, succession laws, and regulatory requirements. We coordinate with tax and fiduciary advisers in relevant jurisdictions to ensure alignment and compliance, while safeguarding client confidentiality.
We assist trustees and family office personnel with legal structuring, governance documentation, and coordination of external advisers. Our role is to ensure that wealth planning strategies are durable, compliant, and aligned with family priorities