Succession and Estate Planning
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 for who will take over next in the company or a personal estate.
Planning correctly for succession is a strategic challenge for a company, and a very personal matter. For a company, it’s important to identify the right successor. And transfers of private estates also need to be optimized. That’s the only way to take adequate account of individual family and corporate needs. 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 arrangements for inheritance or succession. If needed, your contact person can also call on experts in accounting and auditing, legal consulting, and corporate consulting.
Our services at a glance
- Inter vivos transfers
- Corporate succession through gift, employee stock ownership, sale, etc., and taking associated restructuring measures
- Drafting wills – transfer of property upon death
- Business valuations
- Real estate appraisals
- Probate of wills
- Safeguarding family assets with family foundations
- Nonprofit foundations
- Succession planning with international aspects
- Healthcare powers of attorney and living wills
- Monitoring deadlines and arrangements