Legal succession and transferring private wealth

In family-owned companies, the transition in management from one generation to the next is a very personal matter for each family. At the same time it is one of the main strategic challenges that the company must face. At heart, the issue involves structuring the legal succession which governs both the transition in management and also the transfer of private wealth. For those involved, this means a complex process that can be broken down into a number of phases. In addition to legal, tax, financial and commercial factors, family and personal issues must also be considered.

The mid- to long-term succession of your company to one or more heirs must not necessarily be viewed as an unpleasant task. Rather, it is a chance to actively plan ahead and secure your life’s work and the strategic alignment of your company for a successful future. However, this requires a far-sighted and professional partner at your side. We at Ebner Stolz Mönning Bachem will ensure you receive comprehensive consulting at the highest level in all the relevant aspects of such a succession from our team of experienced specialists – professionals who share your sense of entrepreneurship. From the first discussions to the final conclusion of the succession, the same partner from Ebner Stolz Mönning Bachem will accompany you.