Zoppi & Co Advises HNWI on Family Investment Company Structuring

The Challenge

A high-net-worth individual with extensive investments sought to put in place a succession plan to pass their wealth to their children while maintaining control and minimising tax implications. The family's assets were held in an existing limited company that required restructuring to meet their succession planning objectives.

Our Solution

Zoppi & Co designed and implemented a family investment company structure by reorganising the client's existing limited company. We created multiple share classes with different rights for each child and established specific debt arrangements. This approach provided the flexibility needed for controlled wealth distribution while optimising the tax position for all family members.

The Outcome

The new structure enables the client to gradually transfer wealth to the next generation in a managed way, while retaining decision-making authority over the family's investments. The different share classes and debt rights ensure each child's interests are protected while maintaining overall family cohesion in investment strategy.

"It's been a privilege to help this family create a robust framework for their wealth succession," says Malcolm Zoppi, the solicitor who led the matter. "The structure we've put in place gives them the control they need today while securing their children's financial future - exactly what effective estate planning should achieve."