Above all, owner-managed family businesses and family-owned groups should deal with succession planning at an early stage. This is frequently no straightforward process, given that in the majority of instances many different interests clash. In addition to matters of succession concerning company operations, all aspects pertaining to private assets must also be clearly regulated. Our specialists provide support with extensive expert knowledge and the necessary degree of tact when setting your company on the right course.
How we help you when it comes to succession consulting:
Civil law consulting
We provide advice on the legal consequences of inheritance as well as on the drafting of wills, contracts of inheritance, marriage contracts and waiving of forced heirship rights.
Review of articles of association
We review articles of association while paying particular attention to any necessary coordination regarding wills and modify contracts as required.
Assessment of matters arising subsequent to income tax
We forecast income tax consequences (income tax, corporate tax, trade tax) of planned transfers (income tax, corporation tax, trade tax) and develop tax-optimising solutions.
Conducting structural analyses
Structural analyses indicate whether and at which points within the company there is potential for optimisation. If this is the case, we submit proposals for restructuring and draft the applicable contracts. We are happy to coordinate the entire process upon request.
Valuation of companies and investments
We evaluate companies and investments for you so that you can appropriately estimate potential economic and tax-related risks and consequences.
Consulting for foundations
Foundations and other non-profit organisational forms are a tried and tested means for the formation of company transitions. We assess the possibilities available to you.
Preparation of inheritance tax and gift tax returns
As soon as the concept is finalised, we will prepare all the necessary documents for you including declarations pertaining to the determination of your company's value.
Setting up power of attorney and patient decrees
Even if it is something nobody likes to think about: Emergencies should always be well prepared for. We draft all the necessary documentation together with you. This ensures that you remain prepared for all circumstances.