Practice area · Patrimony & wealth
Structuring family and shareholder wealth
Shareholder wealth structured through solid legal ownership frameworks to preserve capital across generations — planned together with the companies that generate it.
Who we advise
- Founders and families separating personal wealth from operating risk.
- Business owners preparing the company for the next generation or a future sale.
- Families with patrimony spread across countries who want one coherent ownership framework.
What we cover
- Ownership frameworks: how shares and assets are held, and by which entity in which jurisdiction.
- Holding of investments alongside trading activity, with governance that keeps them apart.
- Succession-friendly structures across the UK, Switzerland and the UAE, coordinated with our network elsewhere.
How we see patrimony
Wealth preservation is not only about where assets sit — it is about who decides, what is documented and how the framework survives a change of generation, residence or circumstances. We design for that, and coordinate notaries, lawyers and other specialists where local formality requires them.
How we work with you
- 01
Diagnosis
We analyse your activity, markets, current structure and shareholder residency to understand the full picture.
- 02
Design
We propose the model and the structure that supports it — across the UK, Switzerland, the UAE or wherever your plans take you.
- 03
Execution
We coordinate the agreed steps — entities, substance, contracts, banking — with the relevant specialists.
- 04
Management
We stay alongside you as the business runs: governance, compliance, reporting and ongoing optimisation.
Common questions
Do I need a holding company to protect my wealth?
+
Not always. Whether a holding layer helps depends on your activity, assets, family situation and countries involved. We explain the options and their consequences before you decide.
Can you structure wealth across several countries?
+
Yes. Our focus is the UK, Switzerland and the UAE, and through our international network present in 25+ countries we coordinate the local steps elsewhere.
Does this include inheritance or tax advice in my country?
+
Local inheritance and personal tax rules are specific to each country and often require a licensed professional. We design the ownership framework and coordinate with qualified advisers in the relevant jurisdictions, including your own.
How discreet is this process?
+
Ownership of companies is in most cases a matter of public record in the relevant jurisdiction. We explain from the start what is public and what is not, so there are no surprises.
Auditaxes UK provides consulting and coordination services. Where a step requires a regulated professional — for example a lawyer, notary, auditor or licensed adviser — we coordinate with qualified professionals in our international network or with your own advisers.
Related
Tell us how your patrimony is held today
Write to us with a short description of your situation and goals. We will reply to arrange an initial consultation with the right consultant.
contact@auditaxes.uk