Private Clients

Wealth transfer and succession, transparency obligations, social responsibility, inheritance and wealth tax are just a few of the keywords that confront private assets and their owners with legal, tax and not least social challenges. The complexity of the requirements placed on private assets increases the need for targeted and responsible advice.

Private Clients

We offer entrepreneurs and their families, wealthy private individuals and foundations the in-depth expertise of a specialized commercial law firm. Our top priority is to secure and create long-term value through comprehensive, trustworthy and absolutely discreet advice.

We advise on structural and corporate law issues such as the planning, preparation and implementation of corporate and asset succession, the drafting of articles of association and pooling and voting agreements, as well as on issues of inheritance law such as the drafting of wills and provisions and the avoidance and defence of compulsory portion claims. In doing so, we work purposefully and effectively with the client's tax advisor or with tax partners from our network.

In addition, we advise on the drafting of internal family regulations governing the relationship between family members, such as family statutes or family codes.

In addition, we represent our clients in out-of-court negotiations as well as in court in the event of estate disputes and the enforcement of inheritance claims.

Family Offices

In addition to providing direct advice to asset managers, we support single and multi-family offices throughout their entire range of services. In particular, we advise on the preparation, negotiation and execution of transactions, on the planning and implementation of restructurings and on the preparation of asset succession and offer solutions tailored to the specific needs of each client.

In addition, we offer support in the organisation and selection of asset managers, also within the framework of so-called "beauty parades". Through our network of independent law and tax firms in all major jurisdictions of the world, we can also advise and support international structures at any time.

We also represent our clients in court proceedings as well as in out-of-court negotiations, mediation proceedings and other dispute resolution mechanisms.


 

Contact:

 

Dr. Philipp Kopp

Dr. Philipp Kopp

Attorney
Philipp Opitz

Philipp Opitz

Attorney
Thies Jacob

Thies Jacob

Attorney

Jasmin Wagner

Attorney-at-law