Effectivehandover of asset management and restructuring
Prepare your assets smartly to pass on to the next generation
Handing over the company to the children
Holding structures
Trust Fund and Endowment Fund
Qualified investor funds (SICAVs)
Effective handover of asset management and restructuring
Effective asset management and transfer is the key to the long-term stability and success of your family and business. To ensure the continuity of assets and their proper functioning, successful families use modern tools.
Main tools
Holding structure – to resolve the centralization of management and the distribution of risks between individual companies.
Trust Fund – used to protect family assets and manage them outside of probate proceedings.
Endowment Fund – a robust tool for large families or families that are more focused on family values and supporting purposeful activities (e.g. charity).
Qualified Investor Fund, SICAV Fund – A flexible instrument for the management and appreciation of business assets, which enjoys the highest tax advantages in the Czech Republic. The income tax of this legal company (joint stock company) is only 5% of the profit.
Main benefits of asset restructuring
Consolidation of management
Holding and downstream fund structures (trust, endowment or SICAV) enable centralised management of individual companies and asset management, thus streamlining their strategy and coordination of activities.
Risk sharing
The risks associated with the business are shared between the various subsidiaries, minimising the impact of any potential problems (e.g. insolvency) on the entire estate.
Main benefits of asset restructuring
Tax optimisation
Holding and fund structures offer efficient profit and loss planning as well as optimisation of the tax burden.
Separation of assets
Separating individual assets, such as trademarks or service parts of companies, into separate entities helps protect core values.
Benefits of trusts and endowments
Addressing the intergenerational transfer of the family business.
Adjustment of family relations outside succession proceedings.
Provision of long-term benefits for selected persons.
Creating a solid structure for managing and administering the property and the family business.
Why choose restructuring?
Asset restructuring provides stability, transparency and control. It serves to protect values and preserve family relationships while allowing for efficient asset management and appreciation.
If you are looking for a solution to ensure a smooth handover of your assets and their long-term management, do not hesitate to contact us. Together we will find a solution tailored to your needs.
Restructuring – holding structures, trusts and endowments
Ing. Stiva Jokeš | Founder and Managing Partner of CEE Leaders Group
Are you considering handing over the asset management and administration of your company?
We provide a free consultation. Contact us to find out how our experienced consultants and managers can help you wisely resolve such a complex topic in the long term. We are ready to support you at every stage of the process.
BA4U s.r.o.
Podkovářská 674/2,
Vysočany, 190 00 Prague 9