Private Wealth & Succession

Luther.Solutions supports the transformation of legal departments at every stage – from strategic dialogue to process and organizational design, including the implementation of legal tech. Interdisciplinary teams and proven methodologies ensure measurable improvements in quality, efficiency, and transparency in day-to-day operations as well as in complex mandates.

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

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

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.

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.

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.

Secondment including contracts for expats
Foreign labour law

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 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.

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