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Description

Family Business Succession: Structuring, Securing and Monitoring Commitments

One day to build a family business transfer that withstands corporate operations and the years that follow

  • 1 day — 7 h
  • In-person or virtual
  • Expert
  • Up to 6 participants

Succession structures are signed, then forgotten. A few years later, a partial disposal, a group restructuring or a change in management responsibilities weakens the whole arrangement, and the reporting obligations attached to it were never met. The challenge arises at the worst possible moment, once the transfer has been completed and the costs already settled.

This 7-hour programme is designed for experienced succession practitioners. It reviews the conditions to be met at company and shareholding level, builds the interaction between shareholder undertakings, gifts, holding structures and split ownership, then organises the year-by-year monitoring of commitments and the early identification of high-risk events.

Learning objectives

  • Verify the eligibility of the company and of the shareholding for a favourable succession regime
  • Sequence collective and individual undertakings within the transfer timetable
  • Combine the arrangement with a gift, a holding company or a split-ownership structure
  • Identify the events likely to jeopardise the benefit obtained
  • Organise the monitoring of reporting obligations and the evidence to be retained
  • Alert the business owner to the weak points of the structure

What makes this programme different

Review of a real structure contributed by a participant and fully anonymised
A year-by-year checklist for monitoring commitments
Identification of the restructuring operations that weaken the arrangement

Programme

1Meeting the conditions of the favourable regime

Company activity, shareholding concerned and management role

  • Assessment of the activity actually carried out by the company
  • The case of intermediate holding entities and groups
  • Shares that may be covered and persons concerned
  • Exercise of the management role and evidence of its effectiveness

2Designing the transfer structure

Gift, holding company, split ownership and timetable

  • Sequencing of undertakings and gifts
  • Contribution of shares to a holding company and its consequences
  • Gift with retained usufruct and allocation of powers
  • Balancing the interests of successor and non-successor heirs

3Honouring commitments over time

Reporting follow-up, triggering events and loss of benefit

  • Reporting obligations and supporting documents
  • Disposals, contributions, mergers and other high-risk events
  • Consequences of a breach of undertaking
  • Organising the follow-up between the adviser and the family

Who is it for

Accountants, legal advisers, corporate lawyers and wealth management advisers, as well as business owners engaged in the transfer of their family company.

Prerequisites

Sound understanding of wealth transfer mechanisms and of company law and corporate structures.

Dates & locations

36 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.