Succession planning and the preservation of family assets (asset protection) requires the timely tax and legal organisation of the family and the company. The aim is to prevent the fragmentation of family assets with fair solutions and to avoid costly disputes within the family and an excessive inheritance tax burden. We draw up an overall concept and support its implementation from A-Z.

Empathy, driving the process and 100% commitment are not only our attributes when it comes to legal and tax issues, but are also a matter of course for us when it comes to overcoming any soft hurdles.

Family foundations or charitable foundations can also be part of succession planning. Family foundations (national and international) offer solutions that can optimally fulfil the wishes of a family business owner (e.g. also in the case of departure/relocation issues). Foundation solutions can also help, for example, if a claim to a compulsory portion is to be avoided or if a company is to be stabilised. We have many years of practical experience in all of these areas and a network of advisors abroad who also specialise in these areas, should a foreign foundation be desired.

We advise foundations on all ongoing legal and tax issues as well as on foundation administration.