Assets and succession planning
Assets need to be structured intelligently, protected and prepared for the next generation. Our expertise covers the entire spectrum from drawing up wills to setting up family offices or foundations to highly complex asset and business succession planning. Our specialist areas also include asset, company and real estate valuation.
We will protect your assets from avoidable tax burdens, creditors, divorce proceedings, statutory share claims and other risks. We will also help you optimize your investments from a tax and legal perspective.
Our clients include private property owners and professional real estate investors, capital investors, entrepreneurial families, family offices and (non-profit) foundations. The range of services we offer also includes advising international families and international assets.
Rest assured that you will be in the best of hands with our versatile and highly experienced team of experts. Our legal experts from inheritance, family, corporate and foundation law work closely together with our fiscal specialists in inheritance, income, property and company tax law – and can also liaise with your investment advisor or family office.
Main areas
- Business succession
- Real estate succession planning
- Tax planning and inheritance tax
- International inheritance law and inheritance tax law
- Family offices
- Private clients
- Wills and inheritance contracts
- Advice on inheritance law matters
- Anticipated inheritance
- NPOs
- Foundations
- Execution of wills
- Declaration duties
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Dr. Katrin Dorn
Partner*, tax advisor, Dipl.-Kauffrau, certified advisor for for corporate succession DStV e.V. -
Dr. Tobias Möhrle
Partner, attorney-at-law, tax advisor, certified tax lawyer -
Dr. Ulrich Möhrle
Partner, attorney-at-law, tax advisor, certified tax lawyer, Dipl.-Kaufmann -
Tobias Müller
Partner, tax advisor, Dipl.-Finanzwirt (FH) -
Benjamin Muxfeldt
Partner, tax advisor, B.A. -
Mario Neugebauer
Partner, German public auditor, tax advisor, Dipl.-Kaufmann -
Jana Wegner
Partner, German public auditor, tax advisor, Dipl.-Wirtschaftsjuristin (FH) -
Lucas Wessels
Partner*, tax advisor, certified advisor for international tax law -
Maarten Wortel
Partner*, director, CFA, M.Sc -
Katja Zerrath
Partner*, tax advisor -
Sönke Busch
Senior Tax Expert, tax advisor, Dipl.-Finanzwirt (FH) -
Pauline Kammer
Associate Manager, tax advisor, Dipl.-Finanzwirtin (FH) -
Svenja Kossmann
Senior Associate, attorney-at-law, tax advisor, LL.M. -
Martin Philippi
Of Counsel, attorney-at-law -
Dr. Julia Wellhöfer
Senior Associate, attorney-at-law
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