Family firms - Asset & succession planning

Family-owned businesses require careful planning in advance, alongside the courage and openness to discuss undesirable future scenarios, side-by-side with the ongoing operations that shall lead the organization to business success.

Managing a family organization and family equity includes aspects from the legal-taxation and business expertise in an integrated way; it is focused on inter-family economic issues.

Our solutions include:

Corporate structure consulting, conditioning the understanding between associates in a family organization, founding and managing trusts in Israel and abroad, examining the impact and implications of wills on business performance, management and distribution of estates, reviewing financial agreements, examining prenuptial agreement, counseling and planning taxation in Israel and around the world, representation of individuals and corporations in proceedings relating to family property vis-à-vis the tax authorities, and much more.

Auren represents multi-assets families and provides advice, guidance, and solutions on both personal and business matters, including planning and retaining capital and many other personal equity ventures.

The extensive knowledge of both Auren’s tax experts and business advisors, together with the multidisciplinary consultant team, enables the development and implementation of structures that consider customer values and individual wishes while adapting to changing circumstances.

Our experts have accumulated both business and taxation experience and have created a unique solutions arsenal, including the following:

  • Planning and maintaining family capital – overall business planning, including a structured plan to the intergenerational transformation of family capital.  
  • Agreements between family members – among them also include shareholder agreements (founders’ agreement) in companies controlled by them.
  • Establishing a family treaty- while examining the impact on the family business and the taxation implications.
  • Decision-making processes – Assistance in decision making regarding business planning.
  • Identifying effective tax structures – Identifying, planning, and developing strategies, which designed to prevent or reduce tax liabilities arising as an outcome of the residency type.
  • Representation vis-à-vis the various tax authorities – Taxation counseling based on international tax laws regarding the implementation of the foreign laws, which related to assets and marriages under authority in various countries, including representation in litigation before various tax authorities in the world.