Map of assets and heirs
Determining the content of the block "Map of assets and heirs": We take into account the composition of the participants, the dependence of their statuses, documents and long-term family consequences.
Meridian Private Advisory Service
Succession planning
We agree on international assets, ownership structure, heirs and legal instruments for a managed transfer of capital.
Diagnostics
Scenarios
Risk check
Implementation
Escort
Scope of work
Scope of work according to your request
We fix the goal and restrictions, check the applicability of solutions and take into account their impact on personal status, taxes, banks, business and assets.
Conflicts of different jurisdictions
In the direction "Conflicts of different jurisdictions" We compare the legal conditions, restrictions, costs and practical infrastructure of the available countries.
Transfer and Control Tools
For the block "Transfer and Control Tools" We record the composition of assets, owner rights, control mechanisms and scenarios for further transfer.
Result
Practical outcome
The composition of the result depends on the initial situation, but always includes a practical procedure and areas of responsibility.
Continuity architecture
"Continuity architecture" describes a consistent configuration of ownership, management and associated professional solutions.
Legal document plan
"Legal document plan" records the sequence of actions, deadlines, documents and those responsible.
Coordination of specialized specialists
"Coordination of specialized specialists” means managing communication, deadlines and the work of specialized specialists until the agreed stage.
How the engagement begins
A brief initial context is enough
The first step does not require sensitive documents. It is enough to describe the goal, the current situation, countries of interest and the desired time frame.
- Closed conversation
We clarify the task, participants, deadlines and restrictions.
- Preliminary architecture
We identify scenarios, risks and specialists who will need to be involved.
- Implementation plan
We record the stages, documents, responsibilities and the next practical step.
Confidential enquiry
Discuss your situation
Describe the general context without sensitive data. We come back with clarifying questions and suggest the next step.
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