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Nexia Ebner Stolz

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Advising on Succession

You’ve spent your life buil­ding up as­sets th­rough your com­pany or your pro­fes­sion that you want to pre­serve and in­crease for the long term. But who will get them when you’re gone? Long-term thin­kers plan early on who will take over next in the com­pany and in a per­so­nal es­tate.

Not just struc­tu­ring as­sets pro­perly, but plan­ning cor­rectly for suc­ces­sion re­pres­ents a stra­te­gic chal­lenge for a com­pany or es­tate, and a very per­so­nal mat­ter for any fa­mily. For a com­pany, it’s im­port­ant to iden­tify the right suc­ces­sor. And suc­ces­sion to pri­vate as­sets has to be struc­tu­red as well as pos­si­ble, too. It’s not just a mat­ter of the right le­gal, tax, fi­nan­cial and busi­ness con­di­ti­ons ­– fa­mily and in­ter­per­so­nal as­pects also play an im­port­ant role in plan­ning.

Thanks to our ex­ten­sive prac­tical ex­pe­ri­ence with in­heri­tance and suc­ces­sion, we have not only the ne­cessary tech­ni­cal ex­per­tise, but also the sen­si­ti­vity and re­qui­site in­tui­tion to help you find the best so­lu­tion to these very per­so­nal ques­ti­ons. Trust and con­fi­den­tia­lity are pa­ra­mount here. That’s why the same ex­pert from our of­fices will as­sist you from the first mee­ting to the fi­nal in­heri­tance or suc­ces­sion ar­ran­ge­ment.

Our services at a glance

  • In­ter vi­vos trans­fers
    • Ma­king the most of in­heri­tance and gift tax ex­emp­ti­ons
    • Gifts of as­sets (to mi­nor child­ren)
    • Set­ting up fa­mily cor­po­ra­ti­ons
    • Safe­guar­ding one’s own care
    • Tax-op­ti­mi­zed choice of ma­rital pro­perty ar­ran­ge­ments
    • Health­care powers of at­tor­ney 
  • Draf­ting wills – trans­fer of pro­perty upon de­ath
  • Spe­ci­fics of cor­po­rate suc­ces­sion
    • Tax op­ti­miza­tion of cor­po­rate suc­ces­sion
    • Le­gal im­ple­men­ta­tion of suc­ces­sion plan­ning
    • As­sis­tance with choo­sing a suc­ces­sor
    • Cor­po­rate suc­ces­sion wi­thin the fa­mily
    • Cor­po­rate suc­ces­sion by trans­fer­ring ma­nage­ment to a third party
    • Em­ployee stock ow­nership
    • Cor­po­rate di­vest­ment
    • In­heri­tance-law as­pects of cor­po­rate suc­ces­sion
  • Pro­bate of wills
  • Safe­guar­ding fa­mily as­sets with fa­mily foun­da­ti­ons or non­pro­fit foun­da­ti­ons
  • Suc­ces­sion plan­ning with in­ter­na­tio­nal as­pects

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