CODEX accompanies you as you plan your succession and fill key positions. Forward-looking succession planning enables your assets to be managed and transferred in accordance with your wishes. The focus is on optimal planning in light of current developments at national and international level.
Succession Planning Services
Succession planning is a challenge that many entrepreneurs and asset holders face sooner or later: the future of their company or assets should be secured without this having any negative consequences. Forward-looking succession planning gives you control, ensuring that your assets are managed and transferred according to your wishes. It protects your family and loved ones from uncomfortable conflicts and financial burdens.
As an owner-managed trust company in Liechtenstein, we understand the challenges that come with succession planning. Together with our clients, we plan the future of their assets or company and ensure that it remains in good hands.
- Identification of important (key) positions and structured planning of successors
- Development and implementation of forward-looking and controlled estate planning
Solution-oriented action in an international environment
CODEX has provided fiduciary services since 1988 and has worked closely with its clients ever since. We see ourselves as a moderator, bringing the best minds together around one table to find the optimal solution for your succession.
Focused on the future
Our team combines experience in fiduciary services with openness to new ideas and technologies. This combination enables us to develop forward-looking solutions tailored to the needs of our clients.
Thanks to our ability to respond promptly to changes in the market, we are always able to offer our clients relevant solutions without clinging to the past.
Frequently asked questions about succession planning
Below we answer frequently asked questions on various aspects of succession planning, including questions on safeguarding assets and on the handover process. Contact us if you have any further questions or would like individual advice.
How can I safeguard my assets for future generations?
One way of safeguarding assets for future generations is to establish wills and inheritance contracts in conjunction with trust structures. This makes it possible to plan succession arrangements in advance and to ensure that the assets benefit the intended persons.
What risks are associated with succession planning?
We identify potential risks and develop safeguarding strategies in order to minimise disputes within the family and enable a smooth succession.
