Partner
Attorney at Law (Germany), Specialist lawyer for tax law
Corporate & Asset Succession, Foundation
Corporate and asset succession – a decisive step in the lifeline of your family business. We know: it's about preserving your values, securing your vision, and the future of your company. We accompany you on this path. Personally and with genuine closeness. With tax excellence and strategic foresight. From optimal tax structuring to the integration of suitable foundation models. For your successful succession solution.
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Succession Consulting with Dexterity.
Side by side, we shape your succession process. We understand the significance of this decision and accompany you from the initial idea to final implementation.
We analyze your initial situation and identify tax opportunities. Together, we develop a sustainable succession concept that unites your personal values and economic goals.
Whether it’s an internal family transfer, company sale, foundation solution, or international structure: We set the course for a smooth and tax-efficient transition. We act proactively so that you can make provisions early – even for unexpected events. With clear communication, collaborative partnership, and a lot of sensitivity.
New territory for you. Familiar ground for us. Our strength lies in a deep understanding of your challenges.
We support entrepreneurial families for many years. Also globally and interdisciplinarily. Tax advisors, lawyers, auditors, and M&A experts work hand in hand. This creates succession solutions that consider all facets.
Together, we shape the path that strengthens the future of your family business. And secures your life’s work.
Our services
Skip SectionCorporate and Asset Succession
We develop optimal corporate and asset structures for your succession. We ensure a smooth transition that protects your values and secures sustainable growth. With tax excellence, we create a foundation on which your succession can securely build.
Our focus areas
- Identification of the tax consequences of succession for family and business
- Tax and legal structuring of assets
- Individual development of the tax succession concept in workshops
- Tax-efficient integration of corporate and family assets
Elke Volland
Partner
Attorney at Law (Germany), Specialist lawyer for tax law
Jan Hendrik Neubauer
Manager
Attorney at Law (Germany), Certified Tax Advisor, Tax Consultant
Theresa Rath
Associate Partner
Certified Consultant for Business Succession (German Association of Tax Advisers – DStV e.V), Certified Tax Advisor
Inheritance Tax
We structure your inheritance so that corporate values are preserved and tax advantages are optimally utilized. We take into account your individual goals and family specifics. For a succession strategy that suits you.
Our focus areas
- Inheritance tax optimization of the corporate structure
- Tax succession clauses in partnership agreements
- Tax clauses in wills, inheritance contracts, compulsory portion contracts
- Tax-structuring estate settlement and division of inheritance
- International inheritance tax law in comparison
Elke Volland
Partner
Attorney at Law (Germany), Specialist lawyer for tax law
Jan Hendrik Neubauer
Manager
Attorney at Law (Germany), Certified Tax Advisor, Tax Consultant
Theresa Rath
Associate Partner
Certified Consultant for Business Succession (German Association of Tax Advisers – DStV e.V), Certified Tax Advisor
Gift & Taxes
We assist you with the tax-optimized gifting of corporate assets and company shares. With precise structuring, we enable an efficient asset transfer that secures your succession in the long term.
Our focus areas
- Tax structuring of favored corporate assets
- Gift tax optimization of large acquisitions with “need-based exemption test” or gradual reduction
- Early and transparent succession planning with tax simulation
- Tax clauses in gift agreements
- Obtaining binding information from the tax authorities
Elke Volland
Partner
Attorney at Law (Germany), Specialist lawyer for tax law
Jan Hendrik Neubauer
Manager
Attorney at Law (Germany), Certified Tax Advisor, Tax Consultant
Theresa Rath
Associate Partner
Certified Consultant for Business Succession (German Association of Tax Advisers – DStV e.V), Certified Tax Advisor
Business Asset Exemption
We assist with the tax-optimized transfer of business assets and company holdings – whether through lifetime gifts or inheritance. Early planning allows for full utilization of inheritance tax benefits and a sustainable reduction of burdens.
Our focus areas
- Analysis and optimization of corporate structures to secure business asset exemption
- Development of concepts to avoid harmful administrative assets
- Strategies for reducing harmful financial assets
- Structuring and establishment of inheritance tax-favored assets
- After transfer: Monitoring of retention periods and wage sums
Elke Volland
Partner
Attorney at Law (Germany), Specialist lawyer for tax law
Jan Hendrik Neubauer
Manager
Attorney at Law (Germany), Certified Tax Advisor, Tax Consultant
Theresa Rath
Associate Partner
Certified Consultant for Business Succession (German Association of Tax Advisers – DStV e.V), Certified Tax Advisor
Business and Real Estate Valuation
We value your company and your real estate objectively and precisely. Our analyses provide you with reliable decision-making bases for succession, transactions, and asset planning. So you can manage your assets securely.
Our focus areas
- Objective Business Valuation according to recognized standards
- Real estate valuation for strategic decisions
- Analysis of market and location factors
- Support for purchase, sale, and succession processes
- Preparation of reliable valuation reports for tax and financial matters
Elke Volland
Partner
Attorney at Law (Germany), Specialist lawyer for tax law
Jan Hendrik Neubauer
Manager
Attorney at Law (Germany), Certified Tax Advisor, Tax Consultant
Theresa Rath
Associate Partner
Certified Consultant for Business Succession (German Association of Tax Advisers – DStV e.V), Certified Tax Advisor
Consolidated Asset Statement
We prepare transparent consolidated asset statements that reflect complex corporate structures. This creates clarity and provides guidance for efficient tax and succession planning.
Our focus areas
- Structured preparation of corporate and asset groups
- Identification of inheritance and gift tax structuring potential
- Clear presentation and tax simulation for decision-making
- Integration of international holdings
Elke Volland
Partner
Attorney at Law (Germany), Specialist lawyer for tax law
Jan Hendrik Neubauer
Manager
Attorney at Law (Germany), Certified Tax Advisor, Tax Consultant
Theresa Rath
Associate Partner
Certified Consultant for Business Succession (German Association of Tax Advisers – DStV e.V), Certified Tax Advisor
Inheritance and Gift Tax Declaration
We safely guide you through the preparation of complex inheritance tax, gift tax, and assessment declarations. We accurately map group structures for tax purposes and represent your interests with expertise before the tax authorities. We also stand by your side during tax audits.
Our focus areas
- Preparation of complex inheritance tax, gift tax, and assessment declarations
- Efficient mapping of group structures in the inheritance tax declaration to the tax office
- Communication and defense of approaches vis-à-vis the tax office
- Support for tax audits in the area of inheritance and gift tax
Elke Volland
Partner
Attorney at Law (Germany), Specialist lawyer for tax law
Jan Hendrik Neubauer
Manager
Attorney at Law (Germany), Certified Tax Advisor, Tax Consultant
Theresa Rath
Associate Partner
Certified Consultant for Business Succession (German Association of Tax Advisers – DStV e.V), Certified Tax Advisor
Foundations & Taxes
We integrate foundations into your succession concept with tax precision. We consider international location factors and further develop your existing foundations.
Our focus areas
- Holistic integration of foundations into succession concepts
- Tax structure for corporate foundation, family foundation, double foundation, hybrid foundation, complementary foundation
- Foreign family foundation and tax location comparison
- Restructuring and development of your existing foundation: Statute adjustments, additional endowments, and succession solutions
Elke Volland
Partner
Attorney at Law (Germany), Specialist lawyer for tax law
Jan Hendrik Neubauer
Manager
Attorney at Law (Germany), Certified Tax Advisor, Tax Consultant
Theresa Rath
Associate Partner
Certified Consultant for Business Succession (German Association of Tax Advisers – DStV e.V), Certified Tax Advisor
Asset Protection
We protect your assets holistically. With tailored strategies that secure your values in the long term. We combine tax, legal, and economic expertise to create an effective protective shield for your future. Both professionally and privately.
Our focus areas
- Development of individually tailored foundation concepts
- Tax optimization of marriage contracts and marital property regimes
- Tax-efficient integration into succession and asset planning
Elke Volland
Partner
Attorney at Law (Germany), Specialist lawyer for tax law
Jan Hendrik Neubauer
Manager
Attorney at Law (Germany), Certified Tax Advisor, Tax Consultant
Theresa Rath
Associate Partner
Certified Consultant for Business Succession (German Association of Tax Advisers – DStV e.V), Certified Tax Advisor
Solutions for Special Challenges
We create solutions that ensure sustainable control and economic benefit for you. Without limiting your flexibility. Tax-optimized and legally secure, they form a central element of your succession and asset planning.
Our focus areas
- Tax structuring for usufruct, sub-participation, and maintenance payments
- Tax consequences of retaining influence and usage rights over company shares, real estate, and other assets
- Tax implications for escrow, trusts, transparent foundations, or other vehicles
Elke Volland
Partner
Attorney at Law (Germany), Specialist lawyer for tax law
Jan Hendrik Neubauer
Manager
Attorney at Law (Germany), Certified Tax Advisor, Tax Consultant
Theresa Rath
Associate Partner
Certified Consultant for Business Succession (German Association of Tax Advisers – DStV e.V), Certified Tax Advisor