OUR CORE AREAS

We build the bridges for you

We combine legal expertise with personal advice and entrepreneurial thinking.

OUR CORE AREAS

Wir bauen die Brücken für Sie

We combine legal expertise with personal advice and entrepreneurial thinking.

BANKING & FINANCE
INTERNATIONAL TRADE
CRISIS MANAGEMENT
PRIVATE CUSTOMERS / FAMILY OFFICES

Personal and
family office law

The complexity of international issues is constantly increasing, and the legal regulations are often no longer understandable for the layperson. In addition to family offices, we advise wealthy families and individuals, successful company founders and managers of large companies. The main areas of advice include the structuring of assets; advice in connection with the purchase, sale and restructuring of capital investments, companies and real estate; and advice on corporate and inheritance law when planning company succession.

Personal and
family office law

The complexity of international issues is constantly increasing, and the legal regulations are often no longer understandable for the layperson. In addition to family offices, we advise wealthy families and individuals, successful company founders and managers of large companies. The main areas of advice include the structuring of assets; advice in connection with the purchase, sale and restructuring of capital investments, companies and real estate; and advice on corporate and inheritance law when planning company succession.

Personal and
family office

SERVICES

Inheritance and family law

We have proven expertise in the field of German and international family and inheritance law. One of our specialties in the field of inheritance law is dealing with complex estates in various jurisdictions with and without points of contact with European Inheritance Regulations ((EU) No. 650/2012).

We offer advice in connection with the drafting and optimization of testamentary dispositions and marriage contracts and with regard to securing corporate succession. One focus of our advice is on national and international tax advice, including inheritance and gift taxes. We also advise on inheritance disputes, compulsory portion claims and division of inheritance. Due to our experience, we are also consulted as experts by external executors and estate administrators for support in complex legal issues. Depending on the occasion, we can also act as a supplementary guardian.

International trust law

We advise domestic and foreign clients on the establishment, restructuring and merger of charitable foundations as well as on regulatory and tax issues that arise in connection with these charitable structures. We support you in the drafting of the articles of association, the founding formalities and questions of non-profit status. In addition, our range of services includes advice on the type of foundation and place of registration, representation in dealings with supervisory authorities and tax authorities, and the drafting of minutes of meetings. We are also personally active as founders and board members in various charitable foundations.

Wealth structuring

In the area of cross-border structuring of wealth, we support entrepreneurial families in particular in finding tailor-made solutions in order to protect and sensibly transfer family wealth over generations. What an entrepreneur has built with a lot of passion should also have a secure future. We advise our clients on holding solutions, national and international companies and foundations and on real estate bundling. In addition, we develop secure emergency planning and individual succession planning for our clients.

Relocation D-CH and UAE

When private individuals relocate across national borders, it is necessary, among other things, to review the existing matrimonial and inheritance arrangements as well as pension and tax planning due to the changing legal framework. We advise and support wealthy private individuals with any questions that arise in connection with relocating their place of residence between Germany, Switzerland and the United Arab Emirates. A particular focus of our advice is on so-called exit taxation in connection with German income, inheritance and foreign tax law. We also advise in connection with work permits for people from the EU or Switzerland.