Wealth and Succession Planning
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Strategic planning of wealth and succession is essential for preserving value across generations and minimising tax burdens. Inadequate planning can result in financial disadvantages, legal uncertainty, and conflicts within the family. For business owners and anyone with significant assets, early planning is essential. A structured approach ensures that the future testator’s wishes are aligned with the expectations and needs of their family.
Common challenges for businesses and entrepreneurs include:
- Lack of planning for structured asset transfers
- High tax burdens on gifts and inheritances
- Unclear provisions in wills or inheritance contracts
- Need for an appropriate legal structure to manage and protect assets
Asset and Succession Planning by Auren
Our experts work with you to develop a tailored, tax-optimised concept for asset protection and succession planning. Our interdisciplinary team of tax advisors, lawyers, and auditors ensures that your income objectives, tax framework, and family needs are aligned in a sustainable strategy.
We support you in creating legally sound wills, choosing the right legal structure for your assets, and transferring wealth to the next generation in a tax-efficient way. In doing so, we help ensure your assets are well-structured and protected over the long term.
Our Services in Detail
- Development of tax-optimised asset strategies
- Analysis of existing structures and identification of optimisation potential
- Advice on choosing the appropriate legal form for managing assets
- Legally secure drafting of wills and inheritance contracts
- Tax-optimised structuring of wealth transfers
- Structuring of gifts and anticipated successions
- Comprehensive safeguarding of the intended asset transfer – for example, through waiver agreements on compulsory portions or usufruct arrangements
- Support with the establishment and use of foundations
- Structuring long-term wealth preservation models
- Legal and tax structuring of foundation-based solutions
Your Benefits
- Sustainable protection and tax-optimised transfer of your assets
- Reduced tax burdens in cases of inheritance and gifting
- Tailored solutions for private and business-related assets
- Legal certainty through expert advice
- Individual planning that considers your family’s specific interests
