COBALT advised a client on a comprehensive wealth structuring and succession planning engagement involving a diverse asset base of real estate and equity interests across multiple holding and operating companies.
The engagement centered on developing a step-plan for the gradual transfer of ownership and management to the next generation — balancing the need to safeguard the senior generation’s control with meaningful involvement of the younger generation. The multidisciplinary scope encompassed synchronising shareholders’ agreements and articles of association across group entities, advising on testamentary dispositions, addressing matrimonial property implications, and aligning commercial interests with shared family values.
The matter required the seamless coordination of corporate, succession, and family law into a cohesive framework tailored to the client’s long-term vision for their family’s wealth and business legacy.
The team included Partners Annika Peetsalu and Peeter Kutman, Managing Associates Tõnu Kolts and Kadri Michelson and Specialist Counsel Heleri Tammiste.
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