Business & Wealth Succession

Tax-Optimized Solutions for the Next Generation

Transferring wealth to the next generation is a responsible task. We advise on tax-optimized wealth transfers and develop tailored solutions for transferors and successors.

Our Advice on Business and Wealth Succession

We develop tailored, tax-optimized solutions for transferors and successors – for private wealth as well as family businesses.

    Business Succession

    We advise family businesses on the tax-optimized transfer to the next generation and support transferors and successors in planning and implementing the business succession.

    Private Wealth Succession

    We advise on the transfer of private wealth and develop tax-optimized solutions tailored to the respective wealth structure.

    International Wealth Succession

    We support our clients with international wealth transfers and take into account the different tax frameworks of the jurisdictions involved.

    Complex Wealth Structures

    We also advise on large and complex wealth structures, developing tax-optimized succession solutions and supporting their implementation.

    Individual Succession Concepts

    Whether family businesses, private wealth or cross-border wealth structures: we develop tailored solutions for transferors and successors, taking the individual circumstances into account.

Tailored Succession Planning

Whether local or cross-border, private wealth or family business – the focus is on a succession solution tailored to the respective wealth and family situation.

Business Assets

We advise on the tax structuring and transfer of family businesses to the next generation.

Private Wealth

We develop tax-optimized solutions for the transfer of private wealth, taking the individual wealth structure into account.

Cross-Border Wealth

For internationally structured wealth, we take the tax frameworks of the countries involved into account when planning the succession.

Complex Wealth Structures

We also support large and complex wealth structures and develop tailored tax solutions together with transferors and successors.