Private Clients
The Family Office practice at P+P concentrates on providing the legal services required by high net worth individuals, families and substantial private companies owned or controlled by those individuals or families.
Privately held property is often composed of many different types of assets. It can be acquired, received or passed on in many ways. The objective of protecting property interests produces some highly complex tax and legal questions. Taking into account the individual situation of the asset holder, corporate and tax law, but also succession or family law, must be considered in a national and international context.
A team of specialists from all relevant legal areas provides comprehensive advice on the structuring and management of assets. Usually we work together with other legal or tax counsel of our clients. Our practice routinely covers
Privately held property is often composed of many different types of assets. It can be acquired, received or passed on in many ways. The objective of protecting property interests produces some highly complex tax and legal questions. Taking into account the individual situation of the asset holder, corporate and tax law, but also succession or family law, must be considered in a national and international context.
A team of specialists from all relevant legal areas provides comprehensive advice on the structuring and management of assets. Usually we work together with other legal or tax counsel of our clients. Our practice routinely covers
- Setting up and structuring a family office;
- Setting up family companies or pools in the appropriate legal form;
- Drafting and negotiating intra-family agreements;
- Advising on succession planning (wills, succession agreements, trusts, foundations);
- Asset protection;
- Pre- and post-nuptial agreements;
- Advising on fund investments;
- Advising on transactions;
- Securing tax treatment by advance rulings or upon audit;
- Assisting in investment activities;
- Revising or reviewing financial products;
- Charity and non-profit organisations;
- Residence and nationality;
- Fiscal advisement and planning of the structuring and management of personal assets, including the consequences of relocation or multiple domiciles
.
PARTNERS:
Dr. Matthias Bruse
Attorney-at-Law, Munich
Dr. Christoph Philipp
Attorney-at-Law, Munich
Dr. Andreas Richter
Attorney-at-Law, Berlin
Dr. Stephan Viskorf
Attorney-at-Law, Tax Advisor, Munich
Patricia Volhard
Attorney-at-Law, Frankfurt
OF COUNSEL / COUNSEL:
Dr. Barbara Bludau
Attorney-at-Law, Munich
Prof. Dr. Reinhard Pöllath
Attorney-at-Law, Munich
