A resilient succession links corporate documents with family objectives and the economic functioning of the business. Transition periods are particularly sensitive where ownership and leadership diverge or liquidity is needed for equalisation and taxes.
Key takeaways
- Make the target ownership and leadership model explicit.
- Coordinate shareholders’ agreements and estate planning.
- Stress-test transition, liquidity and conflict mechanisms.
Who this affects
The five layers
The exact structure is individual, but the dependencies recur.
- Ownership and economic entitlement
- Voting and control rights
- Operational leadership
- Liquidity and equalisation
- Estate and incapacity documents
Sources and notes
- Swiss Civil Code, Book Three: Law of Succession (SR 210) — Schweizerische Eidgenossenschaft (Fedlex)
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