Estate Planning & Succession Advisory
Secure Your Legacy with a Legally Sound Succession Plan
For ultra-high-net-worth individuals and family offices, estate planning is not just about wealth transfer—it is about preserving family values, ensuring generational continuity, and protecting assets against legal and tax risks. Without a well-structured estate plan, families risk disputes, excessive tax liabilities, and loss of control over their wealth. Proper succession planning ensures that your legacy is protected and that your wealth is passed down efficiently according to your wishes.
At Adonis Advisory Group, we provide tailored estate planning and succession strategies that align with both legal frameworks and family governance objectives. Whether structuring multi-jurisdictional wealth transfers, implementing tax-efficient inheritance plans, or advising on business succession, we ensure that every estate plan is robust, enforceable, and compliant with global regulations.
Estate Planning & Succession Advisory Services
Wills & Testamentary Planning
A well-drafted will is the foundation of a secure estate plan, ensuring that wealth is distributed according to the testator’s wishes. We assist in drafting legally enforceable wills, structuring testamentary trusts, and advising on probate processes across multiple jurisdictions.
Our expertise includes estate structuring in common law and civil law jurisdictions, ensuring seamless inheritance planning while mitigating risks related to forced heirship and estate taxation.
Family Business Succession Planning
Family-owned businesses require a well-structured succession plan to ensure leadership continuity and financial stability. We develop legal frameworks that define business ownership transitions, shareholder agreements, and governance structures to prevent disputes and ensure a smooth handover of management.
Our services include drafting family constitutions, structuring voting rights, and advising on buy-sell agreements to align with long-term family and business objectives.
Multi-Jurisdictional Estate Structuring
For families with global assets, estate planning involves navigating complex cross-border tax, inheritance, and legal systems. We design multi-jurisdictional estate structures that comply with international succession laws, mitigate exposure to double taxation, and facilitate smooth wealth transfers across different legal systems.
Our expertise includes offshore estate planning, residency-based succession laws, and compliance with global tax reporting obligations.
Trusts & Asset Protection Strategies
Trusts play a crucial role in estate planning, offering enhanced asset protection, tax efficiency, and long-term wealth management. We advise on the establishment of discretionary, fixed-interest, and charitable trusts, ensuring compliance with regulatory frameworks in key jurisdictions such as the UAE, BVI, Cayman Islands, and the Channel Islands.
Our legal expertise ensures that trusts are structured to provide maximum asset protection against creditor claims, legal disputes, and political risks.
Tax-Efficient Inheritance & Wealth Transfer Planning
Effective estate planning requires careful tax structuring to minimise liabilities on wealth transfers, including inheritance tax, estate duties, and capital gains tax. We design inheritance plans that optimise tax efficiency while ensuring compliance with local and international tax regulations.
Our expertise includes structuring intergenerational wealth transfers through lifetime gifting, family limited partnerships, and private trust company arrangements.
