DEPARTMENT

Inheritance and successions

We design and process with the utmost objectivity and confidentiality specific plans adapted to each family or company in order to optimise the process. 

Inheritances, living donations and inheritance of estates and companies can be complex and extremely delicate. For this reason, they must be handled with the utmost rigour, understanding and respect. Economic and personal factors are often intertwined.

OUR SOLUTIONS
Inheritance and succession

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trust in us

At the economic-tax firm Joan Cerdà we have extensive experience in this field. We have successfully led many succession and inheritance projects, thanks to our values and continuous training in the sector. Our role goes beyond advice because we are also committed to mediation and planning, we carry out an in-depth study of each case to discover the best way to satisfy the interests of all those involved and we accompany you during this delicate process.

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Our
Solutions

Inheritance and succession 

Business succession planning 

Family protocol

Inheritance and succession

Succession planning, like inheritance planning, is an unexplored and very complex area, with personal nuances that can make it even more complicated. Our firm has teams specialised in this area that can design, mediate and process a specific plan adapted and focused on tax optimisation for the heirs.

Business succession planning

After more than 50 years advising the largest companies in the Balearic Islands, we are specialised in dealing with inheritance and business protocols from a fiscal, legal and human point of view. We know that this is a delicate issue, so we not only advise you during the succession process but we also structure and develop a plan according to the needs of your company to ensure the integrity of your assets over time.

Family protocol

In the field of business succession, the family protocol is of preponderant importance as it defines the strategy in the field of succession and generates the normative regulations that will govern the generational transfer. This planning has both patrimonial and corporate effects and its correct planning will mark the line between success or failure in the succession. You can trust us to mediate and deal with this type of project, as our working method and our values, based on rigour and objectivity, together with more than 50 years of experience, allow us to offer you a guarantee of a job well done. 

PERSONALISED ATTENTION

Inheritance
and successions

We will evaluate the best
options available.
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6. COMMERCIAL-LEGAL