Next-generation priorities
Continuity involves more than the transfer of an asset. Ownership, decision-making and the roles of the next generation need consideration.
Existing ownership, family arrangements and advisers are the starting point.
Private Client
Succession Planning
Succession connects what should pass to the next generation with who will make decisions.
Discuss your prioritiesThe wider perspective
Your life is connected. Your advice should be too.
Family, business interests and personal assets rarely exist in isolation. Millcorn Private Client connects the professional questions around ownership, continuity and life across borders, with attention to the people and priorities behind each decision.
In focus
A staged succession framework with decisions and responsibilities made explicit.
From perspective to action
A staged succession framework with decisions and responsibilities made explicit.
Privacy, access to information and authority to make decisions should be agreed from the outset.
The engagement begins with a shared view of the questions to resolve, the work to be delivered and who is responsible. As the matter develops, the plan can be reviewed against new information and changing priorities.
Explore your next stepWhere we can help
The questions that matter.
Succession Planning
Control and ownership
Business arrangements and personal estate plans are reviewed for connections and possible inconsistencies.
A change in one country or one family asset can affect tax, succession and administration elsewhere.
Transition stages
A coordinated sequence identifies decisions, documents and professional input needed to support the intended transition.
Privacy, access to information and authority to make decisions should be agreed from the outset.
See the connections
One decision. A wider impact.
A change in one country or one family asset can affect tax, succession and administration elsewhere.
We identify the dependencies early, so the relevant professionals can work from a shared understanding of the objective and the information available.
Talk through the connectionsMillcorn●
- 01Next-generation priorities
- 02Control and ownership
- 03Transition stages
Designed for the next decision
Clarity you can work with.
The exact scope and deliverables are agreed for your circumstances. The aim is to make the relevant information, choices and responsibilities clear.
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A consolidated picture of your affairs
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An adviser and responsibility map
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A programme for decisions and review
Working together
A clear path through the work.
- 01
Understand your priorities
Succession connects what should pass to the next generation with who will make decisions.
- 02
Connect the arrangements
Existing ownership, family arrangements and advisers are the starting point.
- 03
Support continuity
A staged succession framework with decisions and responsibilities made explicit.
Before we speak
Start with your priorities.
A complete file is not needed for an initial enquiry. Tell us what you want to achieve, the countries involved and any relevant dates.
Ownership map, governance documents, family objectives.
Start a conversationWhat information is useful at the outset?+
Ownership map, governance documents, family objectives. We will identify what needs to be clarified before agreeing the engagement.
How does this connect with other advice?+
A change in one country or one family asset can affect tax, succession and administration elsewhere.
How are fees and timing agreed?+
The relevant professionals review the circumstances, available information and dependencies. Scope, responsibilities, fees and the timetable are then agreed for the specific engagement.
Explore further
Connected perspectives.
Prenuptial Planning
Planning before marriage brings personal intentions and financial clarity into one conversation.
Explore ↗
Residency & Immigration
A residence decision affects more than the application: family, tax and business plans need alignment.
Explore ↗International Tax
A private client’s tax picture can span residence, income and ownership in several countries.
Explore ↗Your next move