Succession Planning and Asset Planning

We advise and assist high-net-worth individuals and family business owners in all respects in legal, tax, and personal matters relating to their business, family, and assets.

The advice we provide to families who own businesses starts with choosing the legal form to hold their assets and forming the corporate structure, including separating family-owned assets from business-owned assets as well as keeping the assets of the various businesses separate.  We also support families in exercising their shareholders’ rights when shareholder disputes arise, in structuring legal relationships (e.g., through consortium and/or pooling agreements), and with asset planning issues.

In the area of succession planning, we advise on inheritance issues, corporate law , and tax matters, including income tax and inheritance tax issues (also with respect to asset protection).  We assist our clients in structuring the transfer of assets in a tax optimal manner, both during their lifetime and upon their death.  We develop sustainable solutions for family assets, also with respect to foundations and family offices.  At the request of our clients, we also execute wills (including the permanent execution of wills).

High-net-worth individuals and family offices have trusted our approach to advising them discreetly for many years.

Representative Clients

  • Tax optimal transfer of assets by means of a so-called property regime swing
  • Structuring of a family-owned real estate company to transfer corporate shares to the next generation
  • Creation of voting consortia to bundle shareholders’ rights of family assets over several generations
  • Established a charitable foundation for a high-net-worth individual to support youth and development activities for them