Advisory - Structuring, Mergers & Succession

Trusted guidance at every defining stage of your business or family wealth.

Establishing a company, restructuring a group or planning the transfer of wealth are decisions that shape the future. They require technical expertise, sound judgement and seamless coordination between multiple advisers. We provide the accounting, financial and strategic support needed to move forward with clarity and confidence. 

Structuring & company formation

We support you in selecting the legal structure best aligned with your objectives, structuring share capital and establishing Luxembourg entities. Working closely with specialised legal counsel and notaries, we oversee every stage of the process — from articles of association and contributions in kind to incorporation formalities.

Mergers & restructuring

Mergers, demergers, partial asset contributions and group reorganisations require rigorous financial oversight and careful execution. We advise on the accounting and financial dimensions of these transactions, working in close coordination with your legal advisers to support informed decisions and smooth implementation.

Wealth transfer & succession planning

The transfer of a business or family wealth calls for foresight, structure and precision. Together with your lawyers and notaries, we help organise and implement succession strategies, optimise accounting and tax treatment, and support all parties throughout the process — whether through a sale, a gift transfer or shareholder arrangements.

What we cover

• Advice on selecting the appropriate legal structure
• Share capital structuring and contributions in kind
• Incorporation and registration of Luxembourg entities
• Mergers, demergers and group reorganisations
• Business succession and wealth transfer planning
• Gift transfers and shareholders’ agreements
• Coordination with lawyers and notaries