Family pools and family companies
Family pools and family companies are tried-and-tested instruments for pooling, managing and safeguarding family assets in the long term. They serve to organise assets in a structured manner, to regulate succession matters and to safeguard family and business interests across generations. At the same time, they enable the early and tax-optimised transfer of assets to subsequent generations. Careful legal and tax planning is of central importance in this regard.
We provide comprehensive advice to families and their companies on the establishment, structuring and ongoing management of family pools and family companies. The aim is to pool assets efficiently, secure them for the long term and structure transfers to the next generation in a tax-efficient manner. In doing so, we develop bespoke solutions that take into account both the legal framework and the family’s individual financial and business objectives.
Our advisory services cover the design of appropriate corporate and shareholding structures, the drafting of articles of association, and the regulation of participation, management and control rights. We place particular emphasis on arrangements that enable a phased, tax-optimised transfer of assets whilst at the same time safeguarding the company’s continued existence and operational capacity.
Among other things, we assist our clients with:
- the legal and tax structuring of family pools and family companies
- the drafting of articles of association and pool agreements with a view to asset transfers
- the contribution and transfer of assets within the family
- the development of long-term succession and governance structures
- the facilitation of shareholders’ meetings and the passing of resolutions
Our advisory services are forward-looking, discreet and solution-oriented. Our aim is to create legally sound and tax-efficient structures that protect assets, facilitate generational succession and ensure the long-term stability of the family business.