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Private Clients

Succession for a three-country family business

Designed a succession plan and holding structure for a family with businesses and property in three countries.

Client

Family office

Sector

Private wealth

Jurisdiction

Morocco, France, UAE

Year

2025

Value

Undisclosed

Outcome

Plan signed by all heirs

Courtyard with stone arches, a fountain and an olive tree

The matter

Different inheritance rules applied in each country, and the heirs lived in four.

What we did

We mapped the assets, proposed a holding structure and drafted a family charter in Arabic, French and English.

Result

The plan was signed by all eight heirs in one meeting.

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