Private Property and Succession Planning

Legal advice on the development, management, protection and transfer of private assets of an individual or a family is a particularly confidential matter and requires both foresight and tact. This is because any legal advice in the area of private wealth must satisfy a range of very personal and individual concerns for the particular client. The key wish of entrepreneurs and asset holders is generally to establish a well-prepared and carefully planned wealth succession - above all the involvement of the next generation to the family business.

Legal support with the administration of assets and succession planning can bring together complex issues related to company, real estate, inheritance and family law, as well as law relating to capital investments. Through the close collaboration of specialised colleagues we offer our clients integrated and, at the same time, bespoke legal solutions and ideas. We advise and support business people, family businesses and wealthy individuals, as well as banks and asset managers in all legal issues related to the private sphere, in particular with the establishment, structure and leadership of private asset management. We develop far-sighted strategies and arrangements for succession processes and support our clients in preparing and implementing these both as lawyers and notaries.

  • Advice on pre-cautionary structuring of private assets
  • Corporate governance for family companies
  • Support and advice with private investments
  • Protecting private asset values from business risks
  • Protection of assets through marriage and inheritance contracts
  • Pre-emptive amendments to company and holding structures to avoid succession problems
  • Succession and inheritance planning
  • Anticipated inheritance
  • Foundation solutions
  • Management shareholdings
  • Formation of wills, in particular entrepreneurial wills
  • Execution of wills / administration of estates
  • Reduction and defence of compulsory portion (Pflichtteil) claims
  • Inheritance and succession disputes