Inheritance and Succession

Problem / Context

Significant wealth and operating businesses require deliberate succession planning. Without a clear and well-governed framework, families face risks ranging from tax inefficiencies and legal disputes to loss of control and fragmentation of assets. These issues often emerge at moments of transition — generational change, liquidity events, or unexpected circumstances — when clarity is most critical.

What We Do

We advise on the strategic design and coordination of inheritance and succession frameworks, ensuring alignment between family objectives, governance, and legal structures. Our work typically includes:

• Succession planning for family-owned businesses and operating groups

• Inheritance structuring for complex, multi-asset portfolios

• Governance frameworks for ownership, control, and decision-making

• Use of trusts, holding vehicles, and foundations where appropriate

• Coordination of legal, tax, and fiduciary advisors across jurisdictions

We act as a central advisory partner, maintaining coherence across disciplines while keeping structures practical and adaptable.

How Clients Use This

Clients engage us when preparing for generational transition, restructuring ownership after growth or external investment, or addressing concerns around continuity, fairness, and control. In many cases, we are asked to review legacy arrangements that no longer reflect the family’s current reality or long-term intentions.

Why Syracuse Advisers

Our focus is on clarity, longevity, and governance. We do not promote one-size-fits-all solutions or overly complex structures. Instead, we design succession frameworks that are understandable, enforceable, and capable of functioning across generations and jurisdictions.