Optimization of asset succession
Succession planning, inheritance and gift tax – for many entrepreneurs, planning the succession of their business is the most difficult and emotionally demanding phase of their professional life. The right successors need to be identified to transfer responsibility for the company, the transfer shall be as tax-efficient as possible and secure the future well-being of the company and its employees. We support entrepreneurs during this challenging phase and develop suitable and tax-optimized succession plans. The transfer of private wealth within the family is a complex question as well. It is important to take the interests of all generations into account, find a conflict-free solution, and communicate this within the family. We support you in finding individual solutions for each family, focusing on minimizing inheritance and gift taxes and preserving the family's assets in the long term. Our services in the area of succession planning for you:
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Why pay more taxes than you have to?
Analysis of your financial situation and family circumstances
Optimized use of tax allowances
Family companies and family foundations/trusts
Usufruct and other tax options
Tax benefits for companies and large companies
Family pool
Matrimonial property regime
Individual tax planning
Coordination with articles of association, family law, and legal implementation
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A solid analysis based on calculations as a basis for good decisions.
Tax assessment of real estate
Tax assessment of corporate assets, including consolidated asset statements
Calculation of inheritance and gift tax
Scenarios, alternative calculations, and analysis of influencing factors
Simulation model
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To enforce your rights, you may sometimes need an expert opinion.
Inheritance tax opinions
Valuations
Review of succession plans/last will, concepts, and draft contracts (second opinion)
Special tax law issues
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Simply moving away without seeking advice beforehand can be expensive!
Foreign beneficiary, donor, settlor
Foreign assets
Avoiding exit taxation
Foreign foundations and trusts
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The family silver should remain in the family.
Analysis of the wealth situation
Clarification of the family situation and desired long-term scenarios
Preparation of individual variations of a target structure
Tax-optimized structures
Asset protection
Development of a family strategy and family charter
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No one is immune to accidents, but it's good to be prepared!
Assessment and analysis
Consulting for emergency protection
Preparation of emergency measures
Preparation of an emergency protection
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Difficult paths are easier to navigate together. We are here to support you.
Individual support for the entrepreneurial family
Needs and wishes of the transferor
Involvement of children and beneficiaries
Support in conflict resolution
One-on-one meetings and explanation of tax models
Support during implementation
Follow-up support and long-term monitoring of the family charter
Execution of wills
More information?
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Hinweisgebersystem/Interne Meldestelle
Willkommen beim anonymen Hinweisgebersystem/der anonymen internen Meldestelle der FALK GmbH & Co KG. Sie haben die Möglichkeit anonyme Meldungen zu konkreten Gesetzesverstößen oder Verdachtsmomenten einzustellen. Jeglicher Kontakt sowie die damit verbundene Kommunikation erfolgt in anonymer Form. Die Herstellung einer Verbindung zu Ihrer Person ist nicht möglich und auch nicht vorgesehen. Bitte vermeiden Sie die Angabe Ihrer personenbezogenen Daten in der Nachricht/im Betreff.