Long-Term Ownership Planning
Have you considered establishing an investment company, managing a generational transfer in a family business, or securing your family’s finances against unexpected events? The legal and tax experts at PreLex Oy guide you in making long-term, secure, and tax-efficient decisions in your life.
We assist owner-entrepreneurs and private individuals in creating tailored Long-Term Ownership Planning and implementing the actions outlined in these plans. Alongside this, you will receive a comprehensive summary of your ownership holdings and detailed calculations of the tax implications of the proposed measures.
With long-term ownership planning, you gain clear steps for managing and growing both your personal and business assets. At the same time, it ensures your family’s financial security should anything happen to one of the parents. Our service also always includes reviewing and updating protective legal documents, covering both family law instruments and shareholder agreements within family businesses. We also ensure, for example, that beneficiary designations in investment insurance policies are defined in a tax-efficient manner.
Long-term ownership planning always begins with a thorough assessment of your ownership and the goals and opportunities for you and your family. Based on this, our experts prepare a plan that we will implement together.
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