Family-owned Companies & the Families Behind Them

We have advised family-owned companies for many years and are well-versed in the needs and goals of their managements and the families behind them. Our sector expertise makes us the right partner for all issues that affect you.

We advise on operative activities, provide advice on strategic and promising topics, and help you to implement your ideas and make the most of any opportunities.

We strive to provide you with tailored, comprehensive advice on all issues – whether legal, tax or economic – from one source.

The founding family

  • Structuring of investments
  • Distribution of property, organisation of private and company assets
  • Asset protection
  • Mediation and the resolution of conflicts within the family
  • Enforcement of shareholder interests
  • Family governance, family constitutions
  • Pooling agreements, family holdings
  • Pre-nuptial agreements
  • Use of legal structures to ensure the protection of privacy
  • Organisation in the case of an emergency; enduring powers of attorney and advanced directives

Sucession arrangements

  • Analysing succession tax issues and optimising asset structures
  • Providing corporate and tax law assistance for corporate succession planning and its implementation
  • Anticipated inheritance and gifts
  • Evaluations
  • Provisions to guard against the risks for transferring and new shareholders
  • Last wills and testaments and inheritance contracts
  • Advising on the legal aspects of compulsory shares
  • Developing foundation solutions

Acquisiton and sale of undertakings (Mergers & acquisitions)

  • Transferring shares in the company to other family members and to third parties
  • Structuring transfer processes
  • Managing and assisting with transactions
  • Due diligence
  • Evaluating the family-owned company in accordance with the Principles for the Performance of Business Valuations of the German Institute of Public Auditors (IDW S 1)
  • Joint ventures
  • Private equity, divestment stategies
  • Investments in start-ups and venture capital

Corporate finance

  • Financing family-owned companies
  • Equity market (bank financing, mezzanine financing)
  • Advising on security interests
  • Capital market transactions

Corporate law

  • Restructuring and corporate transformations
  • Internal companies and family boards
  • Investment management within family-run groups
  • Corporate governance and compliance
  • Corporate Social Responsibility (human rights, environment)
  • Start-ups
  • Advising on foundations, including double foundation models

Employees and management

  • Labour law
  • Retaining qualified employees
  • Employee participation models
  • Management participation models (buy-ins)
  • Advising on occupational pensions and Contractual Trust Arrangements (CTA)

Conflict prevention and resolution

  • Company and family agreements
  • Asset protection
  • Conflict resolution strategies
    • Mediation
    • Arbitration
    • Representation in litigation

Family-owned companies in crisis

  • Securing the influence of the owners
  • Restructuring
  • The advisory board as an instrument of governance of family businesses
  • Finance and collateral agreements
  • Expert opinions on company valuations
  • Insolvency planning
  • Self-administration
  • Protective shield proceedings