Succession, Wealth and Foundations

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:

Dr. Axel Wenzel<br/>LL.M. (Norwich)

Dr. Axel Wenzel
LL.M. (Norwich)


Konrad-Adenauer-Ufer 23
50668 Cologne
T +49 221 2091 455
F +49 221 2091 333

Am Sandtorkai 74
20457 Hamburg
T +49 40 808 105 523




Strong in collaborating with the corporate and tax law groups.

JUVE Handbook Commercial Law Firms, 2021/2022

Top 10 recommendations Germany

In-house counsel survey:, 2018/2019



Related news

Second home in the UK: radical change in taxation for persons not domiciled in the UK ("non-dom taxation")

One of the reform projects in the UK aims to abolish remittance basis taxation and replace it with a system designed to boost investment and consumption in the UK. This move could affect millions of taxpayers who do not live only in the UK and who earn income outside the UK.

Read more

Tightening of requirements of the German Lobby Register Act

The German Lobby Register Act (Lobbyregistergesetz, LobbyRG) has been in force since 1 January 2022. According to this, lobbyists who contact members of the Bundestag or the Federal Government in order to directly or indirectly influence their decision-making processes are obliged to register in the publicly accessible lobby register. Further information can be found in our article "Lobby register: who does it affect and what needs to be done?" Statutory amendments to the LobbyRG enter into force on 1 March 2024. Their aim is to further tighten the scope of application and disclosure requirements and thus increase the informative value of the lobby register.

Read more

Reform of family law: planned introduction of a community of responsibility

At the beginning of the legislative period, the Federal Government announced a comprehensive reform of family law and set itself the goal of adapting family law to social reality and extensively modernising it.

Read more