COMPANY SUCCESSION

Our team has extensive expertise in the areas of inheritance law, corporate law and private foundation law. This enables us to support entrepreneurs in designing a tailor-made succession concept, regardless of the company structure. If successors are to come from within the family, it is important to consider their needs as entrepreneurs as well as to safeguard the other family members and the company as such. If no successor can be found within the family, we provide support in safeguarding the position of the owner family vis-à-vis the external management as well as in the event of a planned company sale.

Our advisory services in business succession include in particular:

• Advising entrepreneurs on the design of succession concepts depending on the decision of internal or external succession
• Development and implementation of models for the coverage of compulsory portions
• Restructuring measures, reorganisations to separate ownership from operations
• Support with planned company sales
• Establishment, amendment and ongoing review of partnership agreements and foundation declarations, in particular with regard to business succession
• Representation in probate proceedings and securing a company’s ability to act as part of the estate, e.g. through the appointment of trustees
• Protection against asset fragmentation through regulations aimed at cohesion and sustainability in the company
• Advising companies and beneficiaries of the compulsory portion on compulsory portion claims, in particular to avoid liquidity bottlenecks and disputes concerning the company