Private Clients, Succession Planning, Foundations

Preserving wealth. Connecting generations. Shaping the future.

With many of our private clients, we maintain long-standing relationships built on trust. Our clients should be able to focus on what matters most – while we take care of the legal details behind the scenes and create clear, robust structures. Family businesses are a cornerstone of the Austrian economy. Ensuring their long-term continuity and successful transfer to the next generation is of particular importance to us.

We specialise in advising and representing entrepreneurial families, shareholders, and shareholder groups. Together with our clients, we establish the legal foundations for successful generational transitions, structure inheritance and marital property arrangements, and develop tailored foundation solutions. In doing so, we take into account family, business, and wealth-related aspects alike.

A particular focus lies on foundation governance. We advise founders, foundation boards, advisory boards, and beneficiaries on the structuring, ongoing administration, and adaptation of foundation arrangements. In cases of conflict of interest, we represent our clients with both sensitivity and assertiveness – both out of court and before courts.

We support

Private clients, entrepreneurial families, family businesses, as well as founders and beneficiaries in the long-term structuring of wealth, legally secure succession planning, and the resolution of complex family and business-related issues.

Practice areas

• Advising and representing family businesses, entrepreneurial families, shareholders, and shareholder groups
• Succession planning as well as drafting, amendment, and interpretation of inheritance and marital property agreements
• Advisory services on foundation structures and amendments to foundation statutes
• Support and representation of founders, foundation board members, advisory boards, and beneficiaries in conflicts of interest
• Foundation governance and dispute resolution in the foundation context

Personal consultation

Would you like to classify an issue or discuss a specific project? Contact us – we combine legal, tax, and economic perspectives into a sustainable solution.