“At the heart of every family lies the desire to preserve values and strengthen future generations. At STEINPICHLER, we see family offices not just as financial instruments, but as strategies for securing and passing on wealth and tradition in the long term. Our tailor-made solutions and personal approach enable us to identify and successfully implement the individual needs of each family.”
Family Office & Wealth Succession
Why structured succession?
Securing wealth over generations requires more than individual decisions – it needs clear structures. Whether real estate, liquid assets, smaller or larger company investments or operating companies: Those who make provisions in good time have scope for intelligent, tax-efficient solutions, thereby preserving value, creating stability and opening up new scope for action.
A professional framework ensures that family interests are safeguarded and tax burdens are reduced to a minimum, thus protecting assets.
What do we do?
Our law firm advises entrepreneurial families, investors and wealthy private individuals on all issues relating to asset and corporate structuring, in particular with regard to asset succession.
We are not limited to Germany, but are also active internationally with our expertise, focusing on Europe including Switzerland, the Middle East, North America and Australia, not least with our own offices in the respective countries.
We develop tailor-made structures that sensibly organize real estate portfolios, legally secure shareholdings and make the transition of companies generation-proof. We focus on intelligent, tax-optimized solutions that are viable both nationally and internationally.
Frequently asked questions
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- How do I secure real estate portfolios over generations?
- Which structure is suitable for corporate investments at home and abroad?
- How can I organize the company succession in a tax-efficient way?
- Which international structures offer protection and flexibility?
- When does it make sense to have your own family office - and when is external support recommended?
- How can I optimize my move for tax purposes?
- How can I protect my assets from access by third parties?
Case study (anonymized)
A German entrepreneurial family with children, some of whom were already tax resident abroad, had complex assets: an extensive real estate portfolio in Germany, other EU countries and third countries, shareholdings in several companies in Germany and abroad and a traditional family business in northern Germany. The aim was to find a succession plan that would last for generations, be tax-efficient and take into account international peculiarities in the area of inheritance and gift tax as well as local legal peculiarities.
Our task was to develop a standardized structure that creates transparency and at the same time allows flexibility. We have:
- Real estate portfolios bundled into country-specific companies to simplify management and transfer,
- Company and shareholding structures adapted in such a way that the successors can enter the company in a legally secure and tax-optimized manner,
- a clear company succession plan with other specialist advisors involved that separates management responsibility and ownership,
- international holding structures, which in particular prevents the fragmentation of assets in subsequent generations,
- developed a long-term tax strategy that preserves liquidity and minimizes inheritance and estate tax risks.
The result: the family now has a consolidated, internationally compatible structure. It protects assets, clearly regulates succession and ensures that future generations can continue to build on a stable foundation.