Inheritance law
Business and wealth succession
Business and wealth succession is one of the most important decisions in the life of an entrepreneurial family. It concerns not only the transfer of businesses and assets, but also personal values, family responsibility and securing a life's work for the long term.
For many years we have been helping entrepreneurs and their families to shape this transition with foresight and vision. Together we develop tailor-made succession plans that meet your individual goals and ideas as well as the economic, legal and tax requirements. Whether it is a transfer to the next generation, the inclusion of foundations or other succession structures – we look at what suits you best individually and, together with you, find the ideal solution and arrangement.
Alongside professional excellence, we place particular emphasis on trusted and personal support. After all, a successful succession requires not only professional precision, but also an honest and deep understanding of your individual interests, family circumstances and entrepreneurial goals.
Advice for high-net-worth private clients
We support high-net-worth private clients in structuring, safeguarding and transferring their assets. Together we develop tailor-made solutions that reconcile economic, tax and legal aspects and are geared towards long-term wealth planning.
Our advice covers in particular wealth and succession planning, the structuring of national and international assets and support with complex wealth and family structures. In doing so, we place great value on a relationship of trust, discretion and a holistic view, always with the personal and family situation of our clients at its centre.
Individual arrangements for complex asset structures
Designing sophisticated wealth and business structures is one of the particular focuses of our advice. For entrepreneurial families operating internationally in particular, tailor-made and innovative solutions are becoming increasingly important.
Cross-border asset structures, international family constellations and the high mobility of the next generation now bring new legal and tax requirements.
Cross-border asset structuring
International asset structures require a holistic view in which questions of tax law, company law, foundation law and inheritance law from different legal systems interlock.
Through close cooperation with experienced lawyers and tax advisers in the relevant jurisdictions, we develop cross-border solutions from a single source. Our clients benefit from our network, built up over many years, particularly in cases of emigration and immigration and with foundation and trust structures, above all in the EU, Switzerland, South Africa and the USA.
Resolving company-law disputes
Forward-looking arrangements are the best protection against later conflicts. That is why we also place great value on preventive advice, to avoid disputes between shareholders or family members wherever possible.
If disputes nevertheless cannot be prevented, we represent our clients forcefully in out-of-court negotiations as well as in court proceedings. Our aim is to achieve economically viable solutions and to enforce our clients' interests consistently.
Areas of activity in detail
- Transfers of assets during one's lifetime
- Preventive legal planning for emergencies, lasting powers of attorney and advance healthcare directives
- Concepts and agreements for the division of estates
- Drafting testamentary dispositions and wills
- Arrangements for business and wealth succession
- Foundation solutions
- Developing individual concepts for business and wealth succession
- Forward-looking and targeted planning of a succession arrangement
- Advice after a death on the division of the estate and the issue of a certificate of inheritance (Erbschein)
- Carrying out the testamentary dispositions of the deceased
- Examination of inheritance claims
- Acting as executor, advising executors; challenging defective executorships
- Advising banks on conceptually sound and legally secure advice across generations
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