B&P's Succession & Heritage Preservation service focuses on helping families preserve and transfer assets effectively across multiple generations. With experience working with multi-generational families, B&P understands that heritage preservation is not just a financial matter but also relates to family values, culture and long-term vision.

1. Building Family Charter

A Family Charter is an important document that defines family values, rules and vision. B&P supports families in building a Family Charter aligned with their culture and goals.

The Family Charter building process includes discussions with family members about core values, codes of conduct, decision-making mechanisms and long-term development plans. A Family Charter is not just a legal document but also a guiding principle for future generations.

2. Establishing Family Funds

B&P supports families in establishing family funds for centralized asset management. Family funds help ensure transparency in asset management and facilitate organized asset transfer between generations.

We provide comprehensive advisory services on fund establishment, including defining purposes, legal structure, management rules and distribution mechanisms. Our team also supports daily fund management, ensuring compliance with regulations and achieving set objectives.

3. Detailed Succession Planning

Succession planning is a complex process requiring thorough preparation and long-term vision. B&P supports families in building detailed succession plans, ensuring smooth and efficient asset transfer.

Succession plans include identifying heirs, asset distribution, establishing conditions and terms, as well as preparing necessary legal documents. We work closely with legal experts to ensure every aspect is handled correctly.

4. Insurance and Asset Protection Tools Consultation

Insurance and asset protection tools are important components in heritage preservation plans. B&P advises on suitable insurance types, from life insurance to property insurance, and other asset protection tools such as trusts and special legal entities.

We assess each family's insurance needs and propose appropriate solutions to ensure comprehensive asset protection. Our team of experts also supports managing and adjusting insurance policies over time.

5. Supporting Asset Transfer Between Generations

Asset transfer between generations is a sensitive process requiring careful preparation and communication. B&P supports families in planning and executing smooth asset transfers.

We provide advisory services on different asset transfer methods, from direct transfers to using legal tools such as trusts and family funds. Our team also supports communication with family members and ensures everyone understands the process and objectives.