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:
JUVE Handbuch Wirtschaftskanzleien, 2021/22Strong in collaborating with the corporate and tax law groups.
Succession, Wealth and Foundations11.08.2022 Newsletter
In its judgement of 29 June 2022 (Case No. IV ZR 110/21), the Bundesgerichtshof ruled that the application of English inheritance law based on a choice of law in the testamentary disposition is contrary to German ordre public if this deprives children of their entitlement to a compulsory por-tion independent of their needs and there is a sufficient domestic connection. The BGH thus con-firms the previous decision of the Higher Regional Court of Cologne (judgement of 22 April 2021 - 24 U 77/20, ZEV 2021, 698).
Succession, Wealth and Foundations18.03.2022 Newsletter
Since the beginning of the Ukraine war, there is a huge sense of solidarity with the people there. Many NPOs are actively engaged. Private individuals and especially companies also want to actively help. With a BMF letter published yesterday, the German Federal Ministry of Finance (Bundesministerium der Finanzen - BMF) is now trying to remove some of the existing hurdles.
Succession, Wealth and Foundations02.07.2021 Newsletter
The reform of foundations law is on its way: at last, there is going to be a uniform German law on foundations and several legal uncertainties that have existed to date will be eliminated. However, a central Foundations Register is also going to be introduced, which will bring this hitherto very non-transparent legal form much more into the public eye - this has both advantages and disadvantages. Founders and the executive bodies of foundations should use the time available until the law takes effect to check whether they need to act. Our experts have summarised the most important changes for you in our newsletter.