Expertise

Business succession & private capital

Plan ownership transition across company, family and estate structures.

Your situation

Succession is not one document; it is an aligned system of ownership, control, liquidity and family decision-making.

Typical situations

When this expertise becomes relevant

01

Planned transfer of a company or participation

02

Death or incapacity of a shareholder

03

Family business with multiple ownership generations

04

Swiss companies or property in a cross-border estate

Our advice

How we can help

01

Ownership and governance structure

02

Shareholders’ agreements

03

Estate and incapacity coordination

04

Foundation and trust questions where relevant

05

Liquidity and equalisation

06

Conflict prevention

Approach

How we work

Target state

Clarify future ownership, leadership, control and family expectations.

Dependencies

Connect corporate, estate, contract and asset questions.

Documentation

Create a consistent and implementable legal framework.

Transition

Manage timing, communication and implementation across generations.

Bihrer Briefing

Related analysis

Decision guide · Switzerland with possible cross-border elements · 12 March 2026

Business succession involving company shares: five structures that must align

Ownership, voting rights, leadership, liquidity and estate documents should not be planned in isolation.

Next step

Discuss an ownership or succession structure

Focused on companies, participations, property and cross-border complexity.