Business and wealth succession
Our counselling of succession principally deals with the determination of structures and arrangements of succession for family-owned partnerships and corporations Here our priorities are not set on looking for the best tax solution but on working out customer-centred arrangements that make economic and legal sense. When advising on the line of succession in family-owned businesses, we concentrate on processing and appraising the total assets as well as on developing a contractual settlement. Apart from the above, our counselling focusses on measures that save the entrepreneur from influences from the purchaser’s family sphere. Not until we have checked every detail regarding the tax effects with regard to estate, inheritance and gift taxes as well as income tax and have been able to find the best solution for our clients do we start to implement the succession settlement.
Such planning of succession requires a specific interdisciplinary servicing concept, which is what we are able to offer our clients. Together with the company and the entrepreneur we work out a scheme that synthesizes economic and personal preferences. Especially when organizing the selling of companies or staff equity we can assemble a special consulting team that works on the focal points determined by our client.
It is our aim to work out a succession strategy that not only meets the personal aims of the client but which is also predictable and comprehensible.