Fire Horse — Services Nº 06 / 07

Family & Succession

Preparing succession before it becomes a problem

Family, wealth, business, real estate, tax and succession wishes should be coordinated with time, method and discretion.

Fire Horse · Single point of contact
Nº 06 Family & Succession
06 / 07 — Fire Horse

Succession is rarely just a legal matter. It involves wealth, family relationships, real estate, companies, tax, residency, nationality, documentation and, often, expectations that were never formally discussed.

Fire Horse supports families who want to organise wealth transfer with peace of mind, avoiding late decisions, avoidable conflict or fragmented solutions.

Our role is to help clarify the picture, identify risks, coordinate the right professionals, and maintain a discreet line of support — respecting the family’s history, wishes and continuity.

06
In detail

What this really involves.

Family & Succession

Succession is one of the most postponed matters — and one of the most costly to postpone. Planned with time, it's a choice: how and to whom to transfer, reducing conflict and minimising tax impact. Left for 'when needed', it becomes crisis management, often between family members.

When there is wealth in more than one country, a family business or children from different relationships, the applicable rules may not be the ones assumed. Wills, marital property regimes, gifts and corporate structure have to talk to one another — and to the law of each jurisdiction involved.

Fire Horse coordinates the planning and, where needed, the mediation, with the discretion these matters require, so that the transfer preserves both the wealth and the family relationships.

What we coordinate

Each area is handled together with the others — never in isolation.

01

Succession planning

Wills, estate provisions, document organisation, risk review and legal and tax coordination.

02

Asset distribution & transfer

Real estate, shareholdings, bank accounts, international assets, insurance and family documentation.

03

Family businesses

Governance, continuity, decision-making rules, transfer of shares or quotas and prevention of future deadlocks.

04

Family mediation

Discreet support to clarify positions, prevent conflict and build balanced solutions.

05

International wealth

Coordination across jurisdictions, foreign documentation, residency, nationality and the tax impact of succession.

How we handle it

A simple process for matters that are rarely simple.

01

First conversation

We understand the situation, the objectives and the level of complexity — in confidence, with no obligation.

02

Diagnostic

We map the risks, priorities, documents, parties involved and the right sequence of decisions.

03

Coordination

We bring in the right specialists — legal, tax, banking, notary — in the right order, under a single line.

04

Follow-through

We keep you informed as the process advances, with one clear point of contact throughout.

The best succession is the one planned before it was needed.

Before recommending anything, we take the time to understand the full picture.

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