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Our service packages at a glance:

Corporate succession in SMEs

  • Objectives and conflicts of corporate succession
  • Classification of tax and non-tax objectives Corporate and inheritance analysis depending on the legal structure
  • Corporate law structuring options to prevent fragmentation
  • Thorough tax analysis
  • Tax planning opportunities
  • Specific types of business handovers (annuities, usufruct solutions) 

Corporate testaments

  • Corporate law and business guidelines for the structure of the testament
  • Need for coordination to avoid liquidity drain
  • Ratio of corporate and inheritance law
  • Managing tax peculiarities (extraordinary operating assets)
  • Advantages and disadvantages of a Berliner testament (Berlin will)
  • Legacy and usufruct solutions
  • Testament executorship on equity interests 

Family holding company

  • Company perpetuation with a family holding company
  • Smooth transfer of business ownership with a pre-established family holding company
  • Uniform and fair supply of family members through family holding
  • Legal forms of a family holding company
  • Routes to a family holding company
  • Individual structural elements of a family holding company
  • Tax advantages of a family holding company

Our contribution to a sustainable world: planting trees.