SUCCESSION AND RETIREMENT PLANNING

We accompany you with comprehensive tax expertise through all phases of your succession, retirement and estate planning:

In business succession, we assist entrepreneurs with the tax-optimized transfer of their business – whether within the family, to employees or to external buyers. We develop concepts that ensure the continuity of the business, guarantee tax efficiency and minimize potential risks.

Retirement planning for entrepreneurs and private individuals includes the tax-optimized structuring of pension plans, asset protection and the transfer of capital for retirement. We help you make the right decisions early on to maintain your financial independence beyond your active working life and to avoid unexpected burdens.

In estate planning, we support you in the tax structuring of inheritances and gifts to ensure an orderly transfer of assets to the next generation or to individuals and organizations that are close to your heart. In doing so, we take your individual wishes into account as well as tax structuring options, to ensure that the transfer of your assets is efficient and legally secure.

Our advice is based on many years of experience in supporting complex succession processes. We combine tax expertise with a clear understanding of entrepreneurial, family and personal concerns – so that your values remain in good hands for the future.