Wealth and Succession Planning
>
Explore More Scroll down
Preserving and transferring wealth to the next generation requires careful, forward-looking planning. Tax and legal considerations, personal wishes, and family interests all need to be balanced to avoid disputes and unexpected burdens. Inadequate planning can result in significant tax liabilities and uncertainty.
Common challenges for private individuals include:
- Tax burdens arising from gifts and inheritances
- Lack of a long-term strategy to preserve wealth
- Unclear arrangements for succession and distribution of assets
- Ensuring personal retirement provision and long-term financial independence
- Complex legal and tax requirements for drafting wills and transferring assets
Tailored Strategies to Preserve Your Wealth
We help you structure your assets sustainably and secure them for future generations. Our experts provide tailored solutions for tax-efficient asset transfers and succession planning to ensure your financial values are preserved.
Our Services in Detail
Tax-Efficient Asset Structuring
- Designing individual investment strategies with a focus on tax efficiency
- Structuring of family assets, gifts, and inheritance planning
- Tax consulting on investment portfolios and real estate holdings
Succession Planning and Will Preparation
- Drafting and optimizing wills and inheritance agreements
- Avoidance of compulsory portion claims through targeted planning
- Implementation of lifetime asset transfers for tax optimization
Retirement Planning and Financial Security
- Analysis and optimization of your retirement provisions
- Protection of assets from unwanted access or external control
- Advice on national and international tax frameworks
Your Benefits
- Tax-efficient asset transfers
- Legal certainty for gifts and inheritances
- Financial security for you and your family
- Tailored solutions for private individuals and families
- Personalized support from experienced tax advisors and attorneys
