[et_pb_section fb_built=”1″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”#032832″ background_image=”https:\/\/palomazabalgo.com\/wp-content\/uploads\/2026\/05\/HERO-empresafamiliar.jpg” background_position=”top_center” custom_padding=”0px||0px||true|false” locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”2_3,1_3″ make_equal=”on” _builder_version=”4.27.6″ _module_preset=”default” custom_padding=”||0px|||” custom_css_main_element=”align-items: center;” global_colors_info=”{}”][et_pb_column type=”2_3″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.6″ _module_preset=”cedfac72-3741-4d99-b5fd-56fbe9f86638″ global_colors_info=”{}”]<\/p>\n
Passing a family business to the next generation is rarely just a business decision \u2014 it is also, unavoidably, a family law and inheritance question. This becomes more complex when the business is based in Spain but family members hold different nationalities or live in different countries. We help family-owned businesses plan an orderly succession that protects both the business and family relationships.<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_contact_form captcha=”off” email=”administracion@palomazabalgo.com” title=”Contact us” custom_message=”Nombre: %%nombre%%||et_pb_line_break_holder||Email: %%email%%||et_pb_line_break_holder||\u00bfC\u00f3mo nos ha conocido?: %%canal%%||et_pb_line_break_holder||S\u00cd %%privacidad%% Pol\u00edtica de Privacidad||et_pb_line_break_holder||————————————————————————||et_pb_line_break_holder||||et_pb_line_break_holder||Mensaje: ||et_pb_line_break_holder||%%mensaje%%||et_pb_line_break_holder||||et_pb_line_break_holder||||et_pb_line_break_holder||||et_pb_line_break_holder||” use_redirect=”on” redirect_url=”\/form-submitted\/” success_message=”Form Submitted” submit_button_text=”Submit” module_id=”et_pb_contact_form_1″ _builder_version=”4.27.6″ _module_preset=”default” _unique_id=”38f66225-2760-4e10-b788-a9df62d95359″ form_field_background_color=”#F2F8F8″ 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field_title=”Name” fullwidth_field=”on” _builder_version=”4.27.6″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_contact_field][et_pb_contact_field field_id=”Email” field_title=”Email” field_type=”email” fullwidth_field=”on” _builder_version=”4.27.6″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” 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button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_contact_field][et_pb_contact_field field_id=”Canal” field_title=”How did you hear about us?” field_type=”select” select_options=”%91{%22value%22:%22Google%22,%22checked%22:0,%22dragID%22:-1},{%22value%22:%22Social Media%22,%22checked%22:0,%22dragID%22:0},{%22value%22:%22Press%22,%22checked%22:0,%22dragID%22:1},{%22value%22:%22Friend \/ Family member%22,%22checked%22:0,%22dragID%22:2},{%22value%22:%22Others%22,%22checked%22:0,%22dragID%22:3}%93″ fullwidth_field=”on” _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_contact_field][et_pb_contact_field field_id=”Privacidad” field_title=” ” field_type=”checkbox” checkbox_options=”%91{%22value%22:%22I have read and agree to the %22,%22checked%22:0,%22dragID%22:-1,%22link_url%22:%22\/en\/privacy-policy\/%22,%22link_text%22:%22Privacy Policy%22}%93″ fullwidth_field=”on” _builder_version=”4.27.6″ _module_preset=”default” form_field_font_size=”12px” global_colors_info=”{}”][\/et_pb_contact_field][\/et_pb_contact_form][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”rgba(87,209,209,0.1)” custom_padding=”||10px||false|false” saved_tabs=”all” locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”%224_4%22″ make_equal=”%22on%22″ _builder_version=”4.27.6″ _module_preset=”%22default%22″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” locked=”off” global_colors_info=”%22{}%22″][et_pb_column type=”%224_4%22″ _builder_version=”4.16″ _module_preset=”%22default%22″ custom_padding=”|||” global_colors_info=”%22{}%22″ custom_padding__hover=”|||”][et_pb_code _builder_version=”4.27.6″ _module_preset=”%22default%22″ custom_css_main_element=”font-size: 12px;” locked=”%22off%22″ global_colors_info=”%22{}%22″]Zabalgo Abogados<\/a><\/span><\/span>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.6″ _module_preset=”default” custom_padding=”54px||54px||true|false” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.27.6″ _module_preset=”183a4314-7f30-4731-97fb-eae1c24275fc” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_class=”bullet-check” _builder_version=”4.27.6″ _module_preset=”41d5ff63-8269-4804-bc6b-06a5fd9c48b4″ global_colors_info=”{}”]<\/p>\n Spanish law reserves a fixed share of an estate for certain heirs, typically children, regardless of what a will says. Applied to a family business without planning, this can mean shares end up divided among heirs who may not agree on how the business should be run \u2014 or who may not want to be involved in it at all.<\/p>\n How much is reserved depends on which regional law applies.<\/strong> Spain does not have a single rule. Under the Civil Code, which governs most of the country, two thirds of the estate are reserved for descendants. Several regions apply their own succession law and the difference is substantial: in Catalonia the reserved share is one quarter and takes the form of a monetary claim rather than a share in the assets themselves; in Navarre it is purely formal, with no economic content; in the Basque Country it is one third, with wide freedom to choose among descendants; in Arag\u00f3n it is one half, collective in favour of descendants; and the Balearic Islands apply different rules from island to island.<\/p>\n This matters a great deal for business planning. A structure that looks impossible under the Civil Code may be perfectly achievable under Catalan or Navarrese law, and the reverse is equally true. Establishing which law governs your estate is therefore the first step, not a technical detail.<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/palomazabalgo.com\/wp-content\/uploads\/2026\/05\/empresa-familia.jpg” alt=”Family business succession planning in Spain” title_text=”empresa-familia” align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” _builder_version=”4.27.6″ _module_preset=”458718e3-05ad-4aa4-8049-b950fe86e4a5″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”RGBA(87,209,209,0.1)” custom_padding=”54px||54px||true|false” global_colors_info=”{}”][et_pb_row column_structure=”4_4″ _builder_version=”4.27.6″ _module_preset=”183a4314-7f30-4731-97fb-eae1c24275fc” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_class=”bullet-check” _builder_version=”4.27.6″ _module_preset=”41d5ff63-8269-4804-bc6b-06a5fd9c48b4″ global_colors_info=”{}”]<\/p>\n A family business protocol<\/strong> is a document, agreed among family members, that sets out rules for how the business will be governed, how shares can be transferred, who is eligible to work in the business, and how future succession will be handled. While it is not automatically binding as such, it can be structured together with corporate and testamentary documents to have real legal effect, and it gives the family a shared reference point that reduces disputes when a transition eventually happens.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.6″ _module_preset=”default” custom_padding=”54px||54px||true|false” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.27.6″ _module_preset=”183a4314-7f30-4731-97fb-eae1c24275fc” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_class=”bullet-check” _builder_version=”4.27.6″ _module_preset=”41d5ff63-8269-4804-bc6b-06a5fd9c48b4″ global_colors_info=”{}”]<\/p>\n An effective plan usually needs to bring together several elements at once:<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/palomazabalgo.com\/wp-content\/uploads\/2025\/11\/sucesion-y-empresa-familiar.jpg” alt=”Coordinating succession law with business structure” title_text=”sucesion-y-empresa-familiar” align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” _builder_version=”4.27.6″ _module_preset=”458718e3-05ad-4aa4-8049-b950fe86e4a5″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”RGBA(87,209,209,0.1)” custom_padding=”54px||54px||true|false” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.27.6″ _module_preset=”183a4314-7f30-4731-97fb-eae1c24275fc” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/palomazabalgo.com\/wp-content\/uploads\/2026\/07\/acuerdo-reparto-herencia-hermanos-scaled.jpg” alt=”Family members of different generations planning the future of the business” title_text=”sucesion-y-empresa-familiar” align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” _builder_version=”4.27.6″ _module_preset=”458718e3-05ad-4aa4-8049-b950fe86e4a5″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_class=”bullet-check” _builder_version=”4.27.6″ _module_preset=”41d5ff63-8269-4804-bc6b-06a5fd9c48b4″ global_colors_info=”{}”]<\/p>\n International family businesses often face an added layer of complexity: heirs with different nationalities, living in different countries, potentially subject to different succession laws depending on where each family member is habitually resident. We help identify which law governs each family member’s situation and how that interacts with the succession plan for the business as a whole.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.6″ _module_preset=”default” custom_padding=”54px||54px||true|false” global_colors_info=”{}”][et_pb_row column_structure=”4_4″ _builder_version=”4.27.6″ _module_preset=”183a4314-7f30-4731-97fb-eae1c24275fc” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_class=”bullet-check” _builder_version=”4.27.6″ _module_preset=”41d5ff63-8269-4804-bc6b-06a5fd9c48b4″ global_colors_info=”{}”]<\/p>\n A family business rarely stays neatly inside one jurisdiction. A parent retires to Spain while the company remains in Germany; one sibling emigrates and the others stay; the holding company is Spanish but the operating subsidiary is not. Each of these facts changes the legal analysis, and the single most important question is which law will govern the succession<\/strong>.<\/p>\n Under Regulation (EU) No 650\/2012<\/strong>, applicable to the estates of persons who died on or after 17 August 2015, the default rule is the law of the State where the deceased had their habitual residence<\/strong> at the time of death, and that one law governs the succession as a whole. The Regulation also allows a person to choose the law of the State of their nationality<\/strong> to govern their succession, a possibility known as professio iuris<\/em>. For the owner of a family business this is not a technicality: the choice of law determines how much freedom you have to allocate shares, and therefore whether the succession plan you have in mind is achievable at all.<\/p>\n Two cautions are worth stating early. The Regulation does not apply in Denmark or Ireland<\/strong>, and it never applied in the United Kingdom, which held an opt-out before Brexit. Where those jurisdictions are involved, the analysis runs through national private international law and, where relevant, bilateral instruments. Company law is also outside the Regulation: the transfer of shares remains governed by the law applicable to the company itself, which is why a succession plan and a shareholders’ agreement have to be drafted looking at each other.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”RGBA(87,209,209,0.1)” custom_padding=”54px||54px||true|false” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.27.6″ _module_preset=”183a4314-7f30-4731-97fb-eae1c24275fc” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/palomazabalgo.com\/wp-content\/uploads\/2026\/02\/sucesion-de-empresas-familiares-con-fotos-antiguas-1.jpg” alt=”Coordinating the succession plan across jurisdictions” title_text=”sucesion-de-empresas-familiares-con-fotos-antiguas-1″ align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” _builder_version=”4.27.6″ _module_preset=”458718e3-05ad-4aa4-8049-b950fe86e4a5″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_class=”bullet-check” _builder_version=”4.27.6″ _module_preset=”41d5ff63-8269-4804-bc6b-06a5fd9c48b4″ global_colors_info=”{}”]<\/p>\n Where heirs or assets are spread across several EU Member States, the European Certificate of Succession<\/strong> created by the same Regulation allows heirs, legatees, executors and administrators to prove their status and exercise their powers in another Member State without any further procedure<\/strong>. In a family business context this can be the difference between a smooth handover and months during which nobody can lawfully act for the company.<\/p>\n Tax is a separate matter from succession law and is not governed by the Regulation. Inheritance taxation depends on national rules, on the autonomous community involved in Spain, and on any applicable double taxation treaty. We tell you where the tax question begins and work alongside tax advisers rather than pretending the two analyses are one.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.6″ _module_preset=”default” custom_padding=”54px||54px||true|false” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.27.6″ _module_preset=”183a4314-7f30-4731-97fb-eae1c24275fc” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_class=”bullet-check” _builder_version=”4.27.6″ _module_preset=”41d5ff63-8269-4804-bc6b-06a5fd9c48b4″ global_colors_info=”{}”]<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/palomazabalgo.com\/wp-content\/uploads\/2026\/07\/bienes-internacionales-patrimonio.jpg” alt=”Family business assets located in several countries” title_text=”crea-otra-imagen-sobre-la-diferencia-entre-protocolo-familiar-y-estatutos-sociales” align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” _builder_version=”4.27.6″ _module_preset=”458718e3-05ad-4aa4-8049-b950fe86e4a5″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”RGBA(87,209,209,0.1)” custom_padding=”40px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.6″ _module_preset=”41d5ff63-8269-4804-bc6b-06a5fd9c48b4″ global_colors_info=”{}”]<\/p>\n Not entirely freely, if Spanish forced heirship rules apply to your estate, since a fixed share is generally reserved for all children \u2014 although how large that share is, and whether it must be satisfied in assets or can be paid in money, depends on which regional law governs your succession. However, planning tools exist \u2014 such as lifetime transfers, compensating other heirs with different assets, or structuring share classes \u2014 that can help you achieve a workable outcome. We review what is realistic for your situation.<\/p>\n It is an agreement among family members setting out governance rules, succession criteria, and expectations for the business, designed to prevent disputes when a generational transition happens.<\/p>\n It can, since different family members may be subject to different succession laws. We help map this out early, so the plan for the business accounts for it rather than being disrupted by it later.<\/p>\n Earlier than most families expect. Succession plans put in place well before they are needed tend to be far more effective than those drafted under time pressure or during a health crisis.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”#032832″ use_background_color_gradient=”on” background_color_gradient_direction=”135deg” background_color_gradient_stops=”#000000 0%|#032832 50%|#007380 100%” locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.27.6″ _module_preset=”183a4314-7f30-4731-97fb-eae1c24275fc” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.6″ _module_preset=”cedfac72-3741-4d99-b5fd-56fbe9f86638″ global_colors_info=”{}”]<\/p>\n Tell us about your situation. We will review the international elements of your case and explain the legal steps and documentation required.<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_contact_form captcha=”off” email=”administracion@palomazabalgo.com” title=”Contact us” custom_message=”Nombre: %%nombre%%||et_pb_line_break_holder||Email: %%email%%||et_pb_line_break_holder||\u00bfC\u00f3mo nos ha conocido?: %%canal%%||et_pb_line_break_holder||S\u00cd %%privacidad%% Pol\u00edtica de Privacidad||et_pb_line_break_holder||————————————————————————||et_pb_line_break_holder||||et_pb_line_break_holder||Mensaje: ||et_pb_line_break_holder||%%mensaje%%||et_pb_line_break_holder||||et_pb_line_break_holder||||et_pb_line_break_holder||||et_pb_line_break_holder||” use_redirect=”on” redirect_url=”\/form-submitted\/” success_message=”Form Submitted” submit_button_text=”Submit” module_id=”et_pb_contact_form_1″ _builder_version=”4.27.6″ 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field_type=”checkbox” checkbox_options=”%91{%22value%22:%22I have read and agree to the %22,%22checked%22:0,%22dragID%22:-1,%22link_url%22:%22\/en\/privacy-policy\/%22,%22link_text%22:%22Privacy Policy%22}%93″ fullwidth_field=”on” _builder_version=”4.27.6″ _module_preset=”default” form_field_font_size=”12px” global_colors_info=”{}”][\/et_pb_contact_field][\/et_pb_contact_form][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" Family Business Succession Planning Passing a family business to the next generation is rarely just a business decision \u2014 it is also, unavoidably, a family law and inheritance question. This becomes more complex when the business is based in Spain but family members hold different nationalities or live in different countries. We help family-owned businesses […]<\/p>\n","protected":false},"author":5,"featured_media":346971,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","_monsterinsights_skip_tracking":false,"footnotes":""},"class_list":["post-350238","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\nWhy family businesses need more than a standard will<\/h2>\n
The family business protocol<\/h2>\n
Coordinating succession law with business structure<\/h2>\n
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When family members live in different countries<\/h2>\n
When the family or the business crosses borders<\/h2>\n
Coordinating the plan across jurisdictions<\/h2>\n
How we help<\/h2>\n
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Frequently asked questions<\/h2>\n
Can I leave the business to only one of my children?<\/h3>\n
What is a family business protocol, exactly?<\/h3>\n
Our family is spread across several countries. Does that complicate succession planning?<\/h3>\n
When should we start planning this?<\/h3>\n
Speak with a family lawyer in Spain<\/h2>\n