Überblick

Private Clients

POELLATH is a market leader in advising entrepreneurial families, (ultra)high-net-worth individuals, family offices, and foundations in Germany. Our 30-plus-strong, fully integrated team of private clients, corporate and tax experts works seamlessly across Munich, Berlin and Frankfurt.

We combine legal precision, tax excellence, and discreet advice. We translate complex issues relating to wealth and business succession or international structuring into sustainable, long-term solutions across generations. 

Structures that endure

  • through our 360-degree advisory service for succession planning, wealth structuring, governance, and compliance;
  • thanks to the unique and seamless integration of law and tax;
  • enabled by an independent international reach with our best-practice law firm network for conflict-free access to top advisors for cross-border issues;
  • with expertise in philanthropic capital for modern, legally and tax-wise sound foundations, trusts, and impact or social venture structures both domestically and abroad;
  • with expertise in family governance, pool and holding structures, and
  • thanks to a close collaboration with POELLATH’s corporate, private equity, investment funds and real estate teams – delivering investments, real estate assets, co-investments and portfolio structures from a single source.
“In advising wealthy private individuals, Poellath confidently maintains its market-leading position.”
JUVE Tax Handbook – Private Clients and Foundations
“The team is impressively large and consists of a considerable number of very capable people. They are technically excellent, reliable and efficient.”
The Legal 500 – Private Clients und Nonprofits

Areas

  • Family-owned Companies

  • High-Net-Worth Individuals

  • Asset Management

  • Family Office Structuring

  • Foundations and Trusts

  • Succession

  • Tax Planning / Structuring

  • Marriage and Divorce

Topics

  • Inheritance Tax Law

  • Dispute Resolution

  • Art

  • Family Governance

  • Marriage and Inheritance Contracts

  • Departure and Residency Taxation