Asset & business succession. 

We support you in your estate planning with a holistic solution approach that fully encompasses the areas of civil and tax law. 

There are many wishes and goals to be achieved by settling the estate during the lifetime of the deceased and initiating a generational change in the company. Our advice supports clients in such matters with special consideration of the family interests and the life situation of the parties involved. Effective estate planning requires interdisciplinary advice, especially when transferring business assets. This is because, depending on the type of assets transferred, regulations from the most diverse areas of civil and tax law are involved. It is precisely in such a holistic approach to advice that our strength lies.

 

Our many years of experience show that it is indispensable for a transfer of assets geared to individual needs to have a companion at one's side who asks the right questions, understands the client's concerns and thinks and acts entrepreneurially. Our team is interdisciplinary and has many years of experience in the support of asset and company succession. We support you in all tax and civil law matters, from the structuring of the estate and the transfer of business assets to the next generation to the establishment of a family holding company for a sustainable transfer of assets. 

Key areas of our consulting services include:

  • Anticipated succession of property
  • Generation change
  • Protection of family members (asset-protection
  • Drafting of wills
  • Execution of wills
  • Inheritance settlements
  • Tax optimization of the asset situation
  • Conception of family holding companies
  • Inheritamce and gift tax returns
  • Lasting powers of attorney, care and living wills

Are you interested in a consultation?

We will introduce you to your contact person.

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