Stress-free future and wealth planning
Proactive retirement and inheritance planning − along with a well-thought-through asset structure − can save a lot of headaches for everyone. Our law office cooperates with LeitnerLeitner and renowned international family business consulting experts to deliver reliable long-term legal and fiscal support for an optimal asset structure, including planning for and questions related to extraordinary situations such as death of a loved one, incapacity for work, illness, or divorce.
For family-owned businesses, planning and preparation for succession poses one of the biggest challenges. This process concerns the foundation of the company’s future success as much as it concerns preserving peace within the family. We understand this and can help with it. We develop bespoke succession solutions for our clients’ businesses, which take into account civil law and fiscal considerations, as well as the needs and expectations of the founders and their families.
The wide range of experience that our experts possess, as well as their thorough understanding of the law, guarantee that they will have an answer to even the most complicated legal dilemmas concerning private foundations, in particular the rights of beneficiaries and founders, the liability of senior officers and governing bodies, matters related to the goal and charitable status of the foundation, development of a legally watertight memorandum of association, or even the possibility of dissolution.
When providing these services, we fully take into account the personal situation and individual needs of our clients and their families.
Our fields of expertise
- Trust/foundation asset management and family asset management foundations
- Planned succession and international succession planning
- Preparing and reviewing wills
- Inheritance agreements
- Lifetime gift agreements
- Preparation, review, and due diligence of the foundation documents of family enterprises (company governance, within the framework of foundation/trust asset management, in order to ensure that the heirs retain control if necessary)
- Probate representation
- Marriage and life partner agreements
- Developing the structure of a family office
- Preparing and registering preliminary declarations
- Developing emergency plans in the event of death or limitation or loss of capacity to act
- Developing a long-term succession strategy and providing support for its implementation
- Consulting and representation in cross-border probate proceedings
- Consulting and support during the sale of the company or parts thereof
