Family Offices

Establishing a Family Office

We support you in establishing a family office that reflects your values and creates long-term stability. From analyzing existing asset and corporate structures to developing a tailored strategy and its legal and tax implementation.

Our focus areas

• Analysis of existing asset and corporate structures
• Conception and implementation of the family office strategy
• Company formations, contract drafting, and documentation
• Tax-optimized structuring
• Integration of foundations

Asset Architecture

A clear asset architecture ensures transparency, flexibility, and security across generations. We structure family assets across all asset classes, develop succession arrangements, and protect your wealth. In doing so, we create structures that minimize risks and open up opportunities.

Our focus areas

• Structuring of family assets (private equity, real estate, liquid assets)
• Restructuring of existing companies, especially for succession planning
• Monitoring and further development of strategic asset allocation
• Wealth protection, asset protection, and emigration security
• Succession and inheritance planning within the family

Investments

We develop investment guidelines and implement a professional investment strategy with you. We support you with funds, private equity, real estate, or art. We examine tax aspects and structure international investments. Our goal: efficiency and stable performance for your portfolio.

Our focus areas

• Creation and implementation of investment guidelines
• Development and implementation of a professional investment strategy
• Consulting on investment funds, private equity, real estate, art
• Structuring of international investments
• Tax assessment of asset management and capital market investments

M&A Projects

For transactions, we support you with tax and legal expertise on both the buy-side and sell-side. We conduct due diligence, develop efficient deal structures, and prepare the necessary contractual agreements. From negotiation to post-merger integration, we ensure your project is successfully implemented.

Our focus areas

• Comprehensive legal and tax M&A process support on the buy-side and sell-side
• Tax and Legal due diligence and factbooks
• Creation and implementation of a tax-efficient deal structure and tax modeling
• Preparation of transaction documents (SPA/SHA) and their negotiation
• Legal and tax support for post-merger integration

Family Services

We handle global compliance tasks for you and relieve you of tax and administrative obligations. Whether it’s accounting, annual financial statements, or tax declarations – we ensure transparency and efficiency. With digital partner solutions in reporting, we also create clarity and control.

Our focus areas

• Fulfillment of global compliance requirements: accounting, annual financial statements, tax declarations, and all other legal and tax obligations
• Tax controlling and document management
• Cooperation with providers for digital asset reporting and controlling

Family Governance

Strong governance structures ensure stability and guidance within the family. We develop guidelines, advise on corporate law issues, and implement supervisory and advisory board structures. Simultaneously, we foster the next generation to prepare them for responsibility early.

Our focus areas

• Development and implementation of guidelines (family charter, code, constitution)
• Consulting on corporate law issues
• Implementation of supervisory and advisory board structures
• Involvement of minors
• NextGen Academy: legal and tax fundamentals for the next generation

Wealth Succession

We support you through generational change. From the valuation of companies and real estate to tax optimization and the structuring of inheritances. This also includes advance directives, special family situations, and executorship of wills.

Our focus areas

• Company and real estate valuations, as well as tax optimization of privileged assets
• Preparation for generational change: inheritance, anticipated succession, gifts
• Provisions for incapacity to act: (advance) powers of attorney, living wills
• Legal and tax advice for special family situations: divorce, blended families, prenuptial agreements, minor or disabled relatives
• Asset distribution and executorship of wills

Corporate & Asset Succession, Foundation    Corporate Succession