
Family estate and succession planning
We prepare you for all of life’s events.
Within estate and succession planning, we assist our clients in identifying and anticipating the legal and fiscal consequences of significant life events. We advise our clients on preparing for various situations and their implications, such as death, property transactions, marriage, divorce, starting a business, and other life events. Together, we ensure that both the management, succession and eventual transfer of your assets are appropriately arranged.
“Among the ancient Greeks, the deceased were given an obolus placed under their tongues to pay for their passage to the underworld. “
Family business succession
The protection, structuring and transfer of our clients’ national and international family assets, including personal property and real estate, is one of our core competences. This is particularly true when it comes to family business succession. The transfer of a family business is a pivotal moment for the family and the business. For both family peace and continuity within the company, it is of the utmost importance that, prior to the transfer, clear principles are worked out, enforceable agreements are made, and legally and fiscally everything is discussed and worked out in detail. Customisation is therefore applied, with attention to internal family ties and changing legislation in civil and tax law.
Within family estate and succession planning, we assist you with:
- Gifts
- Wills
- Control structures (such as a partnership or foundation)
- Power of attorney
- Marriage and cohabitation agreements
- Inheritance agreements
- Family settlements
- Declarations of estates
Corporate acquisitions
Although a company and its shareholders normally aim for continuity, its ownership structure often requires adjustments. Acquisitions of companies, no matter their form (transfer of shares or assets of the company), are an integral part of economic life. MA transactions and company transfers between family members in the context of estate planning require a different legal, fiscal and human approach every time. Obolos offers appropriate assistance in all these areas, thanks to its long-standing and extensive experience in these matters.
Obolos helps you with:
- Share asset deals
Corporate governance
Stable share ownership, well-organised governance, and clear, binding agreements on share transfers are drivers of sound asset planning and help to avoid disputes. Companies often involve professional employees in the assets of the group they operate for. Even then, having good agreements at the outset is essential for further cooperation. Our legal and fiscal assistance helps the parties involved to assume an informed position within the shareholding and/or the management of a company, or to facilitate an organised exit.
Within corporate governance, we assist you with:
- Shareholders’ agreements
- Articles of association
- Employee participation
Contract law
Contracts play a crucial role in the business world. Agreements between investors (such as joint ventures), between the owner and his/her company (management contracts), between companies (cooperation, financing, etc.), and within a corporate group (intra-group transactions, etc.) help shape the trajectory of the entrepreneur or company. Thanks to our extensive experience in these matters, Obolos provides high-quality advice, drafting, and negotiation of such contracts.
We draft various contracts for you:
- Cooperation contracts
- Joint ventures
- Management contracts
- Financing contracts
Reorganisations
The life cycle of any business comprises different phases. Obolos advises start-ups, growing companies and companies that are busy restructuring. Each phase requires its unique legal framework and tailored support. Growth, achieved through additional resources and mergers, demands comprehensive tax analysis. It often requires additional guidance regarding tax administration, such as when applying for a ruling.
Obolos also provides advice on migration or emigration with appropriate focus. The firm not only offers preparatory fiscal studies but also facilitates communication with tax authorities, auditors, accountants, and notaries.
Unfortunately, companies may also face financially precarious situations due to various circumstances. We advise entrepreneurs and companies experiencing financial stress, including guidance in (deficit) liquidations and judicial reorganisation proceedings.
In reorganisations, we assist you with:
- Asset transactions
- Ruling
- Mergers
- Demergers
- Migration
- GRP
- Liquidations
Private equity
Financing start-ups, growing, or reorganising companies often relies on attracting solvent and committed investors. Our firm specialises in legal and fiscal services by assisting in selecting the appropriate legal structure, negotiating, and drafting various agreements and articles of association that govern relations between promoters and investors. From the initial phase to the actual financing, Obolos handles the legal aspects, always with a particular focus on the interests of the company.
Obolos offers advice on:
- Term sheets
- Investment agreements
- Shareholders’ agreements
Family disputes
Obolos assists its clients in family property disputes. Family property law is a complex area of law. The complexity of matrimonial property law, as well as gift and inheritance law, demands in-depth expertise to protect your interests as a client and effect change. Our Obolos team has a long-standing and distinct expertise in disputes involving divorce and breakups, deceases, gifts and wills.
Obolos helps you with:
- Settlement distribution after a death or divorce
- Disputes of wills or gifts
Tax law
Obolos has a reputable knowledge of tax law. Our tax practice not only involves providing advice and second opinions on tax matters but also extends to comprehensive tax guidance for transactions within the firm’s other areas of expertise. Additionally, we support our clients in tax disputes and regularisation processes.
Within tax law, we help you with:
- Tax advice
- Tax guidance
- Tax disputes
Litigation
A dispute can never be completely ruled out. Even in the event of a dispute, Obolos acts appropriately and professionally. Where possible, we aim to reach an amicable settlement. If no agreement can be reached, we will take well-considered legal action in consultation with the client. Obolos also assists its clients in both national and international arbitration or mediation proceedings.
You can count on us for
- Disputes
- Proceedings
- Arbitration
- Mediation
Can we help you?
We advise and support a loyal client base consisting of family businesses, listed companies, multinationals, start-ups, investment vehicles, private equity funds, nonprofit organisations, family offices, and high-net-worth individuals.
Obolos combines expert knowledge with experience and creativity. Our advice is accurate, practical, and to the point, without losing sight of the human aspect. We always strive to provide comfort and peace of mind to our clients.