First and foremost, P+P Pöllath + Partners advises entrepreneurial families, wealthy individuals and foundations, as well as foreign trusts within the scope of long-term mandates. The trust built up over many years allows us to provide comprehensive advice that takes into account all of the client's goals and interests.

Our private clients practice concentrates on comprehensive advice on structuring and tax optimization of private and business assets, in particular all legal and tax issues related to company and asset succession.

Our practice routinely deals with...

Advising family companies

  • tax-related optimization of holding structures and ongoing support
  • support on tax audits
  • drafting articles of association
  • pooling and shareholder voting agreements
  • development of corporate and family governance
  • mediation and arbitration in shareholder disputes
  • development and supervision of the succession process

Advising wealthy individuals

  • comprehensive tax advice
  • international tax law (residence, departure, foreign income)
  • development and negotiation of marriage and testamentary contracts
  • drafting of testaments, assuming testamentary executorship
  • advice on disputes related to testaments and succession
  • reducing and warding off statutory share claims

Asset management (in particular for family offices)

  • advising on and negotiating transactions
  • organizing and handling selection for custodian banks and asset managers
  • advising on fund investments

Foundations and Trusts

  • supervising foundation with regard to civil law and tax issues
  • ongoing advice, in particular with regard to audits