Hoher Markt 4, Vienna 1010, AT

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Asset succession and business transfer

Wir beraten Sie strategisch und rechtlich

Asset succession and company handover are associated with many important issues and decisions. Setting the course regularly harbors considerable potential for conflict.

We advise you strategically and legally on finding structured, efficient and sustainable solutions for your individual requirements. We work with you to develop a tailor-made solution that aims at preserving your assets and your family relationships at an early stage.

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entrepreneurial families

The economic objectives of a company are often adversely affected by avoidable conflict situations in succession planning. It is precisely at this point that professional advice and the development of a tailor-made solution are required. All aspects of inheritance, family, company and tax law are incorporated into our strategic and legal approach.

A basic distinction can be made between structuring and passing on your wealth to the next generation or to third parties. Depending on the situation, it is an advantage to consider the later transfer or sale of your company in the early phases of your company and to adapt the company structure accordingly. In addition, national and international foundation solutions represent one of our core competencies

  • Creation and amendment of articles of association
  • assignment agreements
  • Restructuring before or after the transfer
  • Sale (asset deal, share deal)
  • endowment solutions
  • Advice on inheritance law (transfer during lifetime, transfer upon death, execution of wills)

Succession and Foundations for Private Clients

Asset succession is regularly associated with the desire to preserve one's life's work for generations. This requires individual and specific advice. How should your assets be handed over and when should this happen? How can your family line be financially secure? In the course of these considerations, numerous legal and tax aspects and options must be considered.

Establishing a private foundation is a sought-after and useful instrument for succession planning, especially for private individuals. In addition to charitable foundations, self-interested foundations can also be set up with purely private interests. These can in turn have their purpose in the sustainable care of family members. As private wealth experts, we deal with all questions relating to the legal structuring of family wealth and the optimal tax solution, be it national or international.

  • Establishment and supervision of family foundations
  • Restructuring before or after the transfer
  • company incorporation
  • Advice on inheritance law (transfer during lifetime, transfer upon death, execution of wills)
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family offices

Business families and private individuals are increasingly turning to family offices to manage and organize their assets. Justifiably so: The complexity of efficient and tailor-made asset management has increased significantly in recent years. Family offices keep track of things for you. In addition, they are increasingly concerned with legal and tax matters.

When founding this, legal sensitivity is required in order to do justice to the interests of the family members in the legal addressing. A family office can act as an asset management company for the asset owners (private family office), but also through appropriate commissioning (external family office). We are your reliable partner in this process and support family offices in their legally relevant activities as well as family businesses and private individuals in founding and selecting a suitable solution.

Visit us!

Our office is located in the center of Vienna. 

Unser Team arbeitet hier Tag für Tag am Erfolg unserer Mandanten. Allerdings haben wir unsere Prozesse so digitalisiert, dass wir die komplette Beratung per Telefon und Video-Konferenz abwickeln können.

So können wir Mandanten in ganz Österreich, Deutschland, Liechtenstein und der Schweiz beraten.

Hoher Markt 4, Vienna 1010, AT

+43 (1) 91 666 87

office@hofer.law

Without the support of experienced consultants, you run the risk of:

  • Der rechtliche Rahmen Ihres Unternehmens nicht Ihren Bedürfnissen entspricht
  • Unklarheit darüber herrscht, ob und welche Lösungen für Sie konkret in Betracht kommt
  • Regulatory changes in your company are not implemented in a timely manner
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