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Succession Planning

British Virgin Islands

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A practical guide to protecting the ownership and continuity of your BVI company.

 

Clients discussing succession planning with an advisor

Who should read this guide?

This guide is designed for individuals and advisers considering how to protect the ownership, control and management continuity of a BVI company.

  • BVI company shareholders and directors

  • Family Offices and Private Clients

  • Legal, tax and financial advisers

  • Professionals advising on wealth and succession structures

What the guide covers

A practical overview of the key succession planning options available for BVI companies, including:

  • Joint tenancy and BVI wills
  • Different share class structures
  • Trust structures and their applications
  • The role of a Reserve Director
  • Key considerations when selecting the most appropriate approach

The guide explains how these different options can support the transfer of shares while helping to provide continuity of control and management.

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Speak to our specialists
Meet the specialists behind this guide and get in touch to discuss your succession planning needs.

 

Rodrigo Loureiro
Rodrigo Loureiro

Director | São Paulo

Renan Lopez
Renan Lopez

Associate Director | São Paulo

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Rafaela Marchese
Rafaela Marchese

Business Development Manager | São Paulo

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André Winter
André Winter

Business Development Manager | São Paulo