Succession and charities tax law

Providing continuity by means of active succession planning and the formation of foundations.

The continuity of enterprises and the protection of private wealth requires a well-timed and strategic succession planning.

Both with respect to tax law as well as private law, our team possesses longstanding experience and expertise in succession planning. 

Tax legislation as to inheritance and succession is in constant flux. In view of the legislative uncertainties, advice and proposed structures have to be constantly reassessed. We follow the current developments and regularly evaluate their relevance for our clients’ peculiarities. 

We are frequently asked to exert influence during the legislative draft stage by means of academic statements and/or practitioners’ comments. 

We advise and represent foundations in the context of all questions relating to tax law. As we have established foundations ourselves and actively hold positions on the boards of foundations, we are fully familiar with the issues that may arise as well as with specific solution approaches.