Advising on Succession
You’ve spent your life building up assets through your company or your profession that you want to preserve and increase for the long term. But who will get them when you’re gone? Long-term thinkers plan early on who will take over next in the company and in a personal estate.
Not just structuring assets properly, but planning correctly for succession represents a strategic challenge for a company or estate, and a very personal matter for any family. For a company, it’s important to identify the right successor. And succession to private assets has to be structured as well as possible, too. It’s not just a matter of the right legal, tax, financial and business conditions – family and interpersonal aspects also play an important role in planning.
Thanks to our extensive practical experience with inheritance and succession, we have not only the necessary technical expertise, but also the sensitivity and requisite intuition to help you find the best solution to these very personal questions. Trust and confidentiality are paramount here. That’s why the same expert from our offices will assist you from the first meeting to the final inheritance or succession arrangement.
Our services at a glance
- Inter vivos transfers
- Making the most of inheritance and gift tax exemptions
- Gifts of assets (to minor children)
- Setting up family corporations
- Safeguarding one’s own care
- Tax-optimized choice of marital property arrangements
- Healthcare powers of attorney
- Drafting wills – transfer of property upon death
- Specifics of corporate succession
- Tax optimization of corporate succession
- Legal implementation of succession planning
- Assistance with choosing a successor
- Corporate succession within the family
- Corporate succession by transferring management to a third party
- Employee stock ownership
- Corporate divestment
- Inheritance-law aspects of corporate succession
- Probate of wills
- Safeguarding family assets with family foundations or nonprofit foundations
- Succession planning with international aspects