Succession Planning Across Jurisdictions

CVML

Published on March 27 , 2026

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Succession planning is a key element of long-term continuity for family businesses and private clients.

For families with assets in multiple jurisdictions, succession planning can involve navigating different legal systems, each with its own rules relating to inheritance, ownership and estate administration.

Periods of uncertainty can prompt families to review whether their succession arrangements remain appropriate and aligned across jurisdictions.

Key considerations include:

• whether wills and estate planning documents are in place for all relevant jurisdictions
• whether ownership structures support the intended transfer of assets
• whether succession arrangements are clearly documented and understood
• whether potential conflicts between different legal systems have been addressed

In the UAE, registering a will can provide clarity in relation to the distribution of local assets. For families with international assets, it is often necessary to coordinate with advisors in other jurisdictions to ensure that arrangements are consistent and legally effective.

Ownership structures also play an important role in succession planning. Where assets are held through corporate entities or foundations, succession may be managed through the transfer of ownership interests rather than direct asset distribution.

Ensuring that these structures align with estate planning objectives is therefore an important consideration.

Communication is also a key aspect of effective succession planning. While legal documentation is essential, ensuring that family members understand the intended arrangements can help reduce uncertainty and potential disputes.

For family businesses, succession planning may also involve preparing the next generation for leadership roles. This can include defining responsibilities, implementing governance frameworks and supporting the transition of control over time.

Taking a proactive approach to succession planning can help ensure that both family wealth and business operations are preserved across generations.

CVML advises private clients and family businesses on succession planning, wills and cross-border estate structuring in the UAE.

If you or your organisation would like to discuss any aspect of this guidance note further, please don’t hesitate to reach out to your usual CVML contact, or email:

Perla Baaklini, Associate, CVML (p.baaklini@cvml.ae)