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:

  • 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

  • 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

  • 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

  • Simply moving away without seeking advice beforehand can be expensive!

    Foreign beneficiary, donor, settlor

    Foreign assets

    Avoiding exit taxation

    Foreign foundations and trusts

  • 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

  • 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

  • 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

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