Private Clients, Trusts & Foundations

Comprehensive, trustworthy advice on
business and wealth successions

In our holistic approach, we combine legal, fiscal and commercial perspectives to provide tailored solutions for wealth and succession planning. Our partner-led, personal support for entrepreneurial families, founders and family offices combines outstanding expertise with many years of experience, delivered with the highest level of confidentiality and discretion. Supported by a global network of specialists in foundations, tax and wealth planning, we ensure smooth implementation for long-term asset protection and growth – even in international structures.

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Our services at a glance

  • Comprehensive advice for high-net-worth individuals, entrepreneurial families and family offices on domestic and international wealth and succession structures
  • Designing, establishing and administering foundations and trusts in Germany and abroad
  • Many years of experience in coordinating complex cross-border wealth and succession planning across multiple jurisdictions
  • Developing tailored solutions to preserve and grow family wealth across generations
  • Advice on all aspects of foundation law
  • Support in integrating philanthropic goals into wealth structures, for example charities, non-profit ventures or other public-benefit purposes
  • Representation in disputes involving foundations, trusts or communities of heirs

Services for inbound projects

  • Establishing and administering foundations under German law
  • Advising on the tax implications of foundation and wealth structures in Germany
  • Supporting the activities and structures of foreign foundations or trusts in Germany
  • Guidance on real estate and corporate investments in Germany within foundation structures

Services for outbound projects

  • Structuring and establishing foreign foundations or trusts in close cooperation with local specialists
  • Cross-border wealth and succession planning involving multiple jurisdictions
  • Extensive experience in liaising with foreign supervisory authorities and foundation bodies
  • Support in international real estate and corporate structuring

All advantages at a glance

  • Many years of experience in advising entrepreneurial families, founders and family offices
  • A proven track record in implementing foundation and wealth structures across borders
  • Direct access to a global network of foundation, tax and wealth planning specialists
  • A holistic advisory approach covering all legal, tax and commercial objectives
  • The highest level of confidentiality and discretion with close, partner-led support
  • Tailored, sustainable solutions for long-term asset protection and growth

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