Überblick

Private Clients

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

We advise on structuring and tax optimization of the private and business assets of family entrepreneurs, especially with regard to all legal and tax issues in connection with company and asset succession.

POELLATH supports you with more than 25 proven experts. Our private clients practice group always combines its comprehensive expertise with the practical knowledge of other POELLATH experts, especially in the areas of private equity, private funds, real estate and corporate law. Therefore, in transactions and investments you benefit from our excellent, seamless service in all areas of work. If required, we work together with nationally and internationally leading external specialists. In such cases, our independence means that you are free to choose the external advisor you need or trust our recommendations.

Our range of services covers the following areas:

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