Succession and foundations

Are you looking for the best way to hand over your business to the next generation?
Would you like to keep the inheritance tax at a minimum?
Are you considering the establishment of a foundation?

At PwC Legal nationwide approximately 20 lawyers specialise in addressing these issues. Family entrepreneurs as well as wealthy individuals and top senior executives seek our advice. Above all, our clients appreciate our outstanding technical expertise, our profound understanding of the industry and our good communication.

Corporate and property succession

Transferring your own business or your self-made wealth is a very personal matter as the future of the company or the family needs to be secured. We help you to prepare for a smooth transition to your successor. As many of our lawyers are also tax advisers you can be certain that the solutions we recommend match your and your company’s requirements: Our services range from the revision of your last will under tax aspects to the corporate restructuring of your business in the course of succession planning.

Foundations

The establishment of a foundation may prove an attractive solution within the framework of a succession process. Some of our clients have already transferred all or parts of their assets to a foundation. If you are also considering this option we shall be pleased to jointly discuss the potential functions, the legal set up and the financial basis of your foundation. Of course, we also support you in coordinating with foundation and revenue authorities. Furthermore, once your foundation has been established we can also administer your foundation.

Here’s is how PwC Legal assists you

Our lawyers

  • elaborate last wills, inheritance and donation agreements, contracts in the context of anticipated succession as well as marriage agreements and other marital property arrangements.
  • advise you on international inheritance and marital property issues (international private law).
  • elaborate corporate succession arrangements.
  • assess the value of businesses.
  • elaborate family statutes and family governance agreements.
  • provide advice and assistance for family offices.
  • set up and assist domestic and foreign trusts and foundations.
  • support you through mediation and in the execution of wills.

Trust in us. We are pleased to answer your questions.

Contacts

Lothar Siemers

Succession consultancy and foundations

Tel: +49 211 981-2757

Susanne Thonemann-Micker

Succession consultancy and foundations

Tel: +49 211 981 2337