SmartSuccessionPro helps Swiss family businesses transition smoothly from one generation to the next. Our expert strategies, legal frameworks, and personalized consulting ensure that heritage, trust, and enterprise value are passed on with precision and care. In a country where legacy and stability matter, we turn succession into opportunity.
Get StartedFamily business succession is not a one-size-fits-all journey. At SmartSuccessionPro, we provide comprehensive tools and guidance, covering legal, financial, and emotional dimensions. Our services are built to preserve family harmony while protecting business continuity.
Get StartedStrategic Succession Planning We design forward-looking succession plans that balance governance, ownership, and leadership transition, taking into account tax implications, regulatory nuances, and family dynamics.
Get StartedLegal Structuring & Documentation From shareholder agreements to asset transfers, we manage all documentation required for a compliant and conflict-free transition.
Get StartedLeadership Coaching for Successors We offer discreet leadership mentorship programs for the next generation, helping them develop the skills, confidence, and mindset to take over with clarity.
Valuation & Wealth Protection Independent business valuation, financial forecasting, and estate preservation services are included to ensure fair distribution and long-term stability.
Conflict Mitigation & Mediation Succession can expose generational tensions. Our neutral mediators help prevent disputes and guide families toward collaborative resolutions.
Get StartedCross-Border Family Business Services For Swiss families with holdings abroad, we handle international tax considerations, dual jurisdictions, and multicultural family governance.
Get StartedSuccession is complex — our pricing isn’t. We offer clear packages suited to where your family business stands in the transition journey.
Initial audit + succession roadmap + 1 legal structure proposal + access to digital portal for 6 months.
Full legal documentation + valuation + stakeholder interviews + successor coaching + 1 year support.
Everything in Legacy Builder plus international tax alignment, cross-border legal support, full mediation coverage, and 2 years of strategic advisory.