Taking Responsibiliy Further

Ideally, much earlier than many business owners realize. Tax planning opportunities—especially regarding gifts or Reorganization—often take several years to take full effect. Planning early on allows you to take advantage of tax exemptions multiple times and avoid tax risks.

That depends heavily on your personal situation. A transfer during your lifetime often allows for better tax planning and the gradual integration of the next generation. At the same time, you can maintain influence through corporate governance provisions.

German inheritance tax law offers significant tax benefits for business assets. However, this requires careful structuring—for example, regarding wage regulations, administrative assets, or holding periods. We structure your succession so that these tax privileges can be utilized to the fullest extent possible.

Clear structuring is crucial. Articles of association, pool agreements, or coordinated testamentary provisions help to reconcile business management and family interests. We develop solutions that are both legally sound and sustainable in the long term.

Asset protection refers to the safeguarding of accumulated assets. The need to protect assets increases as external conditions change, wealth grows, and across generations. The goal is often to preserve accumulated assets, protect the company from cash outflows, and avoid conflicts. Legally, asset protection is achieved primarily through the articles of association, the choice of corporate structure (e.g., a foundation), as well as prenuptial agreements and dispositions of property upon death (e.g., a contract of inheritance).