{"id":741,"date":"2023-05-04T08:49:25","date_gmt":"2023-05-04T08:49:25","guid":{"rendered":"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/"},"modified":"2024-08-19T09:09:14","modified_gmt":"2024-08-19T09:09:14","slug":"uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation","status":"publish","type":"case_study","link":"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/","title":{"rendered":"UHNW European family wishing to secure a patrimonial succession plan for the second generation"},"content":{"rendered":"<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <h2 class=\"sc-exiMOr ksEYVJ\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"7600c7bb-d2ad-41d4-9e24-868cfb88d2b8\">The client, their challenge<\/h2>\n<p class=\"sc-exiMOr ksEYVJ\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"7600c7bb-d2ad-41d4-9e24-868cfb88d2b8\">The client is an ultra-high-net-worth (UHNW) European family who had a substantial liquidity event some years ago. Their objective is to secure a patrimonial succession plan for the second generation and they have started to invest in private equity investments.<\/p>\n<h3 class=\"sc-exiMOr ksEYVJ\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"9dd2afec-53db-4c34-9637-16700331a1d3\">Our solution<\/h3>\n<p class=\"sc-exiMOr ksEYVJ\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"9dd2afec-53db-4c34-9637-16700331a1d3\">Ensuring efficiency throughout, our global <a href=\"https:\/\/iqeq.com\/services\/family-office-services\/\">Family Office Services<\/a> team:<\/p>\n<ul>\n<li class=\"sc-exiMOr fPJXnl\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"e5315c36-7d4a-4f43-89b0-37750124b528\">Established a single family office (SFO) based in London, including investment research, finance and COO functions<\/li>\n<li class=\"sc-exiMOr fPJXnl\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"e9156c4b-13d0-473c-b577-0562b8379a25\">Provides administration and services to their SPV structures along with other tailored services such as cash management and payment dashboards<\/li>\n<li class=\"sc-exiMOr fPJXnl\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"329cf0a9-be46-42ef-9c55-5a07ef03b0e9\">Assists the family office invest in private equity opportunities across the globe with a focus on Europe and Africa<\/li>\n<li class=\"sc-exiMOr fPJXnl\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"d1b25c82-6065-4957-ba37-c558db026b44\">Holds frequent added-value discussions with the SFO on revised substance and corporate governance developments<\/li>\n<\/ul>\n<h2 class=\"sc-exiMOr ksEYVJ\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"f84a1025-e099-4dc7-85e5-46a955256c2f\">Results<\/h2>\n<p class=\"sc-exiMOr ksEYVJ\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"f84a1025-e099-4dc7-85e5-46a955256c2f\">The family can focus on investment decisions knowing the SFO is protecting the client&#8217;s interests with strong substance and governance parameters while alleviating the administrative burden.<\/p>\n<p class=\"sc-exiMOr jJDANf\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"99c9db83-0f5c-4256-a9dd-000de96f4885\">This structure will prepare the next generation for the responsibilities of wealth stewardship while reducing any risks involved with the inter-generational transfer.<\/p>\n            <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":93,"menu_order":0,"template":"","expertise":[23],"service_category":[24],"class_list":["post-741","case_study","type-case_study","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>UHNW European Family Secure Patrimonial Succession Plan<\/title>\n<meta name=\"description\" content=\"IQ\u2011EQ structured a multijurisdictional succession plan for a UHNW family\u2014ensuring smooth generational wealth transfer. Click to learn more.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UHNW European Family Secure Patrimonial Succession Plan\" \/>\n<meta property=\"og:description\" content=\"IQ\u2011EQ structured a multijurisdictional succession plan for a UHNW family\u2014ensuring smooth generational wealth transfer. Click to learn more.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/\" \/>\n<meta property=\"og:site_name\" content=\"IQ-EQ Switzerland\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-19T09:09:14+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/iqeq.com\/ch\/wp-content\/uploads\/sites\/15\/2024\/08\/MicrosoftTeams-image-172.png\" \/>\n\t<meta property=\"og:image:width\" content=\"391\" \/>\n\t<meta property=\"og:image:height\" content=\"405\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/\",\"url\":\"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/\",\"name\":\"UHNW European Family Secure Patrimonial Succession Plan\",\"isPartOf\":{\"@id\":\"https:\/\/iqeq.com\/ch\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/iqeq.com\/ch\/wp-content\/uploads\/sites\/15\/2024\/08\/MicrosoftTeams-image-172.png\",\"datePublished\":\"2023-05-04T08:49:25+00:00\",\"dateModified\":\"2024-08-19T09:09:14+00:00\",\"description\":\"IQ\u2011EQ structured a multijurisdictional succession plan for a UHNW family\u2014ensuring smooth generational wealth transfer. Click to learn more.\",\"breadcrumb\":{\"@id\":\"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/#primaryimage\",\"url\":\"https:\/\/iqeq.com\/ch\/wp-content\/uploads\/sites\/15\/2024\/08\/MicrosoftTeams-image-172.png\",\"contentUrl\":\"https:\/\/iqeq.com\/ch\/wp-content\/uploads\/sites\/15\/2024\/08\/MicrosoftTeams-image-172.png\",\"width\":391,\"height\":405},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/iqeq.com\/ch\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Case Studies\",\"item\":\"https:\/\/iqeq.com\/ch\/case-studies\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"UHNW European family wishing to secure a patrimonial succession plan for the second generation\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/iqeq.com\/ch\/#website\",\"url\":\"https:\/\/iqeq.com\/ch\/\",\"name\":\"IQ-EQ Switzerland\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/iqeq.com\/ch\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"UHNW European Family Secure Patrimonial Succession Plan","description":"IQ\u2011EQ structured a multijurisdictional succession plan for a UHNW family\u2014ensuring smooth generational wealth transfer. Click to learn more.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/","og_locale":"en_US","og_type":"article","og_title":"UHNW European Family Secure Patrimonial Succession Plan","og_description":"IQ\u2011EQ structured a multijurisdictional succession plan for a UHNW family\u2014ensuring smooth generational wealth transfer. Click to learn more.","og_url":"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/","og_site_name":"IQ-EQ Switzerland","article_modified_time":"2024-08-19T09:09:14+00:00","og_image":[{"width":391,"height":405,"url":"https:\/\/iqeq.com\/ch\/wp-content\/uploads\/sites\/15\/2024\/08\/MicrosoftTeams-image-172.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/","url":"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/","name":"UHNW European Family Secure Patrimonial Succession Plan","isPartOf":{"@id":"https:\/\/iqeq.com\/ch\/#website"},"primaryImageOfPage":{"@id":"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/#primaryimage"},"image":{"@id":"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/#primaryimage"},"thumbnailUrl":"https:\/\/iqeq.com\/ch\/wp-content\/uploads\/sites\/15\/2024\/08\/MicrosoftTeams-image-172.png","datePublished":"2023-05-04T08:49:25+00:00","dateModified":"2024-08-19T09:09:14+00:00","description":"IQ\u2011EQ structured a multijurisdictional succession plan for a UHNW family\u2014ensuring smooth generational wealth transfer. Click to learn more.","breadcrumb":{"@id":"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/#primaryimage","url":"https:\/\/iqeq.com\/ch\/wp-content\/uploads\/sites\/15\/2024\/08\/MicrosoftTeams-image-172.png","contentUrl":"https:\/\/iqeq.com\/ch\/wp-content\/uploads\/sites\/15\/2024\/08\/MicrosoftTeams-image-172.png","width":391,"height":405},{"@type":"BreadcrumbList","@id":"https:\/\/iqeq.com\/ch\/case-studies\/uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/iqeq.com\/ch\/"},{"@type":"ListItem","position":2,"name":"Case Studies","item":"https:\/\/iqeq.com\/ch\/case-studies\/"},{"@type":"ListItem","position":3,"name":"UHNW European family wishing to secure a patrimonial succession plan for the second generation"}]},{"@type":"WebSite","@id":"https:\/\/iqeq.com\/ch\/#website","url":"https:\/\/iqeq.com\/ch\/","name":"IQ-EQ Switzerland","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/iqeq.com\/ch\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/iqeq.com\/ch\/wp-json\/wp\/v2\/case_study\/741","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/iqeq.com\/ch\/wp-json\/wp\/v2\/case_study"}],"about":[{"href":"https:\/\/iqeq.com\/ch\/wp-json\/wp\/v2\/types\/case_study"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/iqeq.com\/ch\/wp-json\/wp\/v2\/media\/93"}],"wp:attachment":[{"href":"https:\/\/iqeq.com\/ch\/wp-json\/wp\/v2\/media?parent=741"}],"wp:term":[{"taxonomy":"expertise","embeddable":true,"href":"https:\/\/iqeq.com\/ch\/wp-json\/wp\/v2\/expertise?post=741"},{"taxonomy":"service_category","embeddable":true,"href":"https:\/\/iqeq.com\/ch\/wp-json\/wp\/v2\/service_category?post=741"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}