POELLATH advises the shareholders of a family-owned group on the transfer of company shares to the next generation

POELLATH advised the shareholders of a family-owned group on the transfer of company shares of several shareholder branches.

In this context, the group structure of the company with a company value of more than EUR 2 billion was comprehensively analysed from an inheritance and gift tax perspective. Complex capital flows as well as various investments and asset classes were evaluated and optimised for tax purposes.

POELLATH advised the shareholders of the family-owned group with the following team:

• Dr. Andreas Richter (partner, private clients & foundations, Berlin / Frankfurt aM)
• Dr. Marco Ottenwälder (counsel, tax law, private clients & foundations, Frankfurt aM)
• Laurenz Lipp (senior associate, private clients & foundations, Frankfurt aM)