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Private Clients

Private clients face complex tax, legal, and economic questions – from asset structuring to succession planning. We combine professional expertise with intuition and personal advice to protect your private assets in the long term.
Prof. Dr. Christian Rödl, LL.M. (Columbia University, New York)
Managing Partner
Attorney at Law (Germany), Certified Tax Advisor
T +49 911 9193 1000
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Dr. Hans Weggenmann
Managing Partner
Certified Tax Advisor, Graduate in Business Administration
T +49 911 9193 1050
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Customized Solutions for Your Assets.

Private assets require special attention: they demand transparency, tax-optimized structures, and sustainable solutions.

As private clients, we support you with tax and legal excellence and economic foresight for the protection and expansion of your assets. From the establishment of family companies to the optimization of investment strategies and the transfer of assets to foundations. Individual, discreet, and strategic.

We identify risks early on, develop tailored strategies, and create structures that endure. With a clear focus on your asset goals, we are the reliable partner at your side.

Your path, our expertise: We advise you as a private client with experience and strategic strength.

Our services

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Asset Structuring Financial & Asset Management Compliance & Declaration Asset Protection & Defense Asset Succession & Succession Planning Family Governance International Expertise Skip Section

Asset Structuring

We develop customized structures for your assets. Tax-optimized and legally sound. Whether family companies, foundations, or individual concepts: We provide orientation, bundle values, and ensure growth.

Our focus areas

  • Establishment and structuring of family companies
  • Bundling of real estate in real estate companies as a succession solution
  • Transfer of assets to a new or existing foundation
  • Strategic asset optimization

Financial & Asset Management

We take over the management and organization of your assets for you. Transparent, efficient, and digital. With private accounting services, individual asset reports, and tax controls, we ensure liquidity and create a basis for your strategy.

Our focus areas

  • Private accounting and asset reports
  • Optimization of liquidity and investment strategies
  • Cooperation with providers for digital asset reporting
  • Tax controlling and document management
  • Strategic coordination of asset interests

Compliance & Declaration

Tax obligations require precision and foresight. We advise and represent you in declarations, plan the tax burden of your private assets, and support you in inheritance and gifts. We also stand resolutely by your side in disputes before tax courts.

Our focus areas

  • Declaration and enforcement consulting
  • Preparation of inheritance and gift tax returns
  • Tax planning for private assets and investments
  • Representation in objection and legal proceedings before tax courts

Asset Protection & Defense

We secure your assets in the long term with preventive strategies, clear risk minimization, and individual asset protection. We also accompany you discreetly and resolutely in tax conflicts or necessary voluntary disclosures to protect your interests.

Our focus areas

  • Prevention and management of tax risks
  • Asset Protection and asset safeguarding
  • Voluntary disclosure and risk minimization

Asset Succession & Succession Planning

We design succession concepts that are tax-optimized and family-friendly. From gifts to wills to the handling of complex estates, we take care of you comprehensively. We take into account corporate, family, and foundation law aspects for a smooth transition.

Our focus areas

  • Inheritance law and taxes: will, compulsory portion, disclaimer, estate settlement, communities of heirs
  • Corporate law and taxes: restructurings, contributions, holding structure, shareholders’ meetings
  • Family law and taxes: marriage contracts, separation and divorce agreements, property disputes, marital property regime
  • Provision for business incapacity (post-mortem power of attorney, living will)
  • Foundation design nationally and internationally

Family Governance

We create structures that provide orientation and ensure stability. With a family charter, code, or constitution, we make decision-making processes clear and efficient. We also support tax-optimized marriage and compulsory portion agreements for transparency and a strong family organization.

Our focus areas

  • Development and implementation of guidelines (family charter, code, constitution)
  • Optimization of family organization and decision-making structures
  • Tax-optimized company and family contracts

International Expertise

Your asset interests do not end at national borders. We advise you in the German and global context. Whether international inheritance law, investments, or exit taxation: We accompany you worldwide with local proximity.

Our focus areas

  • Cross-border legal and tax advice
  • Tax planning for emigration or immigration
  • International inheritance law and cross-border inheritance tax law
  • Foundations and trusts and their beneficiaries
  • Tax and legal optimization of investments worldwide

Our expertise for your field of activity

Family Offices

We support family offices in asset management, governance, and succession. With legal, tax, and economic expertise, we secure assets and create structures for long-term success.
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Foundations

We pave the way for foundations to achieve a sustainable structure, clear governance, and long-term preservation of value. This allows your foundation to fulfill its purpose today and preserve its values for tomorrow.
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