O2M · Practice IV
Investment Optimisation & Structural Organisation
Structuring and governance of the reconstituted estate
This practice ensures continuity of support once a partition, liquidation or sale has completed. It addresses the capture, structuring and governance of the capital released, so as to prevent its dispersal and to organise its reinvestment under optimal legal, tax and decision-making conditions. The firm’s ecosystem also provides access to pre-analysed opportunities.
Our engagements
Service · 08
Corporate Engineering & Tax Optimisation
Family holdings, property companies, modelling of future taxation and optimisation of succession.
- 01 Creation and structuring of family holdings, rental-management property companies and estate-holding companies.
- 02 Modelling of the taxation of future income and optimisation of intergenerational transfer.
- 03 Drafting of shareholders’ agreements and establishment of family governance.
- 04 Structuring of Moroccan vehicles for clients abroad, with a defined management mandate.
Service · 09
Decision Support & Estate Transition
Shareholders’ agreements, reinvestment charter, decision support.
- 01 Formalisation of an investment charter and a shared estate vision among the beneficiaries.
- 02 Support for the director or the heirs in moving from a situation of conflict to coordinated management.
- 03 Long-term reinvestment discipline and prevention of impulsive post-liquidation decisions.
Service · 10
Origination & Circular Ecosystem
Access to pre-analysed business acquisition and asset disposal opportunities.
- 01 Access to opportunities for business acquisitions, block asset disposals and property reallocations arising from the firm’s cases.
- 02 Introductions for clients holding liquidity to opportunities pre-analysed and secured by our teams.