{"id":8015,"date":"2023-05-04T08:49:25","date_gmt":"2023-05-04T08:49:25","guid":{"rendered":"https:\/\/iqeq.com\/?post_type=case_study&#038;p=8015"},"modified":"2023-06-07T09:35:16","modified_gmt":"2023-06-07T09:35:16","slug":"uhnw-european-family-wishing-to-secure-a-patrimonial-succession-plan-for-the-second-generation","status":"publish","type":"case_study","link":"https:\/\/iqeq.com\/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  \">\n    <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":8011,"menu_order":0,"template":"","expertise":[360],"service_category":[364],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast 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