Preserve your life’s work.
Plan the transition.
We support business owners and business-owning families with succession, combining tax expertise, a personal understanding of the family and clear steps for the handover.
Plan your business’s future. Organise wealth. Pass on responsibility.
Book an appointmentWhat we do
for you.
Business succession combines commercial, tax and personal questions. We consider your goals, provision for those involved and the future business structure together.
Goals & starting position
We clarify what you wish to pass on, who should take responsibility and the expectations of those involved. Your business and asset structures provide the basis for our advice.
Tax planning
We examine the tax effects of possible transfer routes and discuss planning options with you. Proposed steps are considered within your overall business and asset structure.
Family & financial provision
We include provision for the transferring generation and the family’s interests in the planning. We identify differing goals and agree where further advice is needed.
Support the handover
We support the tax implementation and coordinate with the lawyers and notaries involved. Together, we agree tasks, documents and the timetable.
Good succession planning fits the business and its people.
Christian Mangold, LL.M., is a tax adviser, specialist adviser in business succession (DStV e.V.) and holds a Master of Laws in inheritance law and business succession. He advises on tax matters with the wider family picture in mind.
Clarify business goals and personal wishes for the handover.
Discuss the role of the next generation and others involved.
Consider the asset transfer and the transferring generation’s needs together.
Start early.
Transfer step by step.
We take time to understand your goals and starting position. We coordinate tax planning and legal implementation with you and the other advisers involved.
Discuss your goals
We review the business structure, assets and the wishes of those involved.
Develop options
We assess transfer routes from a tax perspective and compare their effects on your goals.
Support the transition
We coordinate implementation and timing with you and the other advisers.
What would you like to pass on?
We discuss your wishes for your business and family and which tax questions should be addressed early for an orderly handover.