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Private Wealth & Succession

Wealthy individuals regularly face a multitude of specific civil and tax law issues when making private and financial decisions. In particular, the structuring of tax-focused asset succession makes qualified individual advice essential.

Luther's Private Clients team understands the specific needs of wealthy individuals and family businesses as well as family offices in the area of asset succession.
Our experts have many years of extensive experience as lawyers, notaries and tax advisors, particularly in the areas of national and international corporate and tax law as well as inheritance and family law. They have proven their outstanding advisory skills in many successful projects, including corporate restructuring and private asset succession.

Our cross-disciplinary expertise and experience enable us to understand your individual background and motivation, as well as the interests of other parties involved, and to take these into account appropriately. This allows us to work with all parties involved to develop optimal solutions for you. Our solutions are not ‘off the shelf’, but are tailored to your individual needs and circumstances. We pursue a holistic approach to consulting and provide you with practical solutions that are legally compliant and designed to avoid disputes. At the same time, we act as your business sparring partners and work with you to review the implementation of new models, taking into account your personal risk appetite.

Our range of advisory services

Tax-optimised asset structuring
  • Establishment of companies, including the drafting of succession-friendly articles of association
  • Advice on the choice of the optimal legal form in each individual case, taking into account economic, civil and tax law aspects
  • Implementation of restructuring and other asset transfers, including the preparation of the necessary contractual documentation
  • Tax-focused advice on structuring capital assets and shareholdings, domestic and foreign real estate, luxury goods and other assets
  • Obtaining binding information from the tax authorities to clarify tax uncertainties
Asset and business succession
  • Structural advice on tax-optimised transfers of assets and businesses
  • Advice on inheritance tax and inheritance law, e.g. on drawing up wills and inheritance contracts and on transfers of assets by way of gifts
  • Targeted asset transfers through reliable valuation of the assets to be transferred, particularly in the case of business and real estate assets.
Advice on setting up and equipping domestic or foreign foundations and other arrangements for securing assets (‘asset protection’)
  • Tax advice on the establishment and endowment of domestic and foreign foundations,
  • Support in the establishment of foreign foundations, e.g. in Liechtenstein,
  • Development of individual solutions to protect your assets.
Advice on important private and financial decisions and cross-border issues
  • Wills and inheritance agreements,
  • inheritance disputes,
  • marriage contracts and divorce settlements,
  • powers of attorney and living wills,
  • cross-border relocation (moving to or from the country),
  • tax advice on other international issues, e.g. taxation of foreign income, additional taxation.
foreign matters
  • Secondment including contracts for expats
  • Foreign labour law
Advising family offices and ultra high net worth individuals (UHNWIs)
  • Establishment and restructuring of family offices,
  • acquisition and disposal of assets,
  • ongoing issues, e.g. reporting under the AWG (German Foreign Exchange Act) for cross-border payments and questions regarding the taxation of foreign income.
Preparation of inheritance and gift tax returns, including valuation and post-mortem planning advice
  • Preparation of inheritance and gift tax returns and declarations of assessment,
  • monitoring of retention, wage and other relevant tax deadlines,
  • advice on asserting compulsory portion claims, renunciation of inheritances and inheritance disputes.

News

26.03.2025
Luther is supporting the generational change in the family business Hotel Hennies
A close-up of two hands engaged in a handshake, symbolizing agreement or partnership. One hand is in a gray suit, while the other is in a blue suit. The background is softly blurred, suggesting a professional setting.
30.01.2025
Luther advises on AG Capital's majority stake in CD-LUX

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Rechtsanwalt Julian Monden, Corporate/M&A; Private Wealth & Succession

Julian Monden

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