Succession, Wealth and Foundations

Family means obligation. We build trust.
Careful planning is critical to a successful business and asset succession. We help to bring together even the most diverse of interests both inside and outside the company and owner family, achieving the optimal result – tailored to your individual needs and in constant dialogue with all parties involved.
For many years we have been advising entrepreneurs, owner families and wealthy private individuals on how to structure and secure the succession to their company or assets, also bearing cross-border aspects in mind. This includes advising founders and foundations with family-related or charitable objectives.
We know what arrangements you can use to reduce inheritance and gift tax and how you can simultaneously keep your private and business arrangements flexible.
With an outstanding international and interdisciplinary network of renowned network partners, we are ideally positioned to handle all issues brought by our demanding clients and to find efficient solutions.
Our range of advice in the field of succession, wealth and foundations includes:
- Inheritance, corporate and foundation law arrangements and their tax optimization
- Due diligence under inheritance law
- Company and asset succession (gifts and bequests)
- Transfer of assets during lifetime
- Asset management by family companies and foundations
- Settlement and administration of estates
- Marriage and cohabitation agreements
- Non-profit law
- Family constitutions, family business governance concepts and family education
- International and cross-border aspects of inheritance, family, corporate and tax law
In addition, we offer a range of innovative advisory approaches:
- NextGen Academy
- Academy: succession, wealth and foundations
- Oppenhoff Family Risk and Privacy Management
Awards
JUVE Handbuch Wirtschaftskanzleien, 2021/22
Strong in collaborating with the corporate and tax law groups.
Further contacts
Newsbeiträge
Related news
Private ClientsSuccession, Wealth and Foundations16.11.2022 Newsletter
Transfer of real estate – significantly more expensive from next year onwards
According to the current draft of the German Annual Tax Act 2022 [Jahressteuergesetz 2022, JStG 2022], which will apply from 01 January 2023, the regulations on the valuation of gifts and inheritances of real estate are expected to be significantly tightened. Real estate owners who wish to transfer real estate free of charge, especially by way of anticipated succession, should urgently check whether they can save taxes by transferring it this year.
Private ClientsSuccession, Wealth and Foundations25.10.2022 Newsletter
Are bequests better than inheritances?
Every year, assets totalling billions of euros are transferred to the next generation in Germany. This mostly happens by inheriting.
Private ClientsSuccession, Wealth and Foundations06.09.2022 Newsletter
Federal Court of Justice on maintenance law in divorces of international marriages
When an international marriage is divorced, the question arises as to which maintenance law applies. Normally, the law of the country in which the person entitled to maintenance is habitually resident applies. This only is not the case if the law of another country had, in an exceptional case, a closer connection to the marriage or if the couple made a corresponding choice of law.