Company Succession: Generation Change in Family Businesses

How to ensure the continuity Germany, the country of medium-sized companies, owner-managed family businesses and difficult company succession. There is hardly a country that boasts as much about the strength of its middle class as Germany. At the same time, however, despite all the pride in the middle class, no other “social class” is asked […]

Sharia protects against creditors, also in inheritance law and family law claims

– Basic foreign values (ordre public) protect against access to assets – German courts also recognise Sharia law and, where applicable, apply it compulsorily if it does not contradict fundamental German legal concepts – especially the constitution. Conversely, German law is not applied abroad, even if it is fundamentally valid, if it contradicts the fundamental […]

Errors in Foundation Statutes-How Founders in Liechtenstein are Expropriated

In the past, many a resourceful investor had hidden his money from the tax authorities by means of a Liechtenstein foundation. Some are now in for a rude awakening, not because of data leaks, but because they are being banned from the foundation before the other foundation board members.   Data leaks and increased uncovering […]

Company pension via a foundation?

The forecasts for benefits of numerous private pension insurance policies have more than halved since they were taken out, which has only been the case since 1990, due to the sharp fall in interest rates in the meantime. This is no different in occupational pension schemes (bAV), which are largely organised via life insurance policies. […]

Building Block for Retirement Security: A Charitable Foundation

The situation is common: The end of working life is approaching. With current, quite respectable income, it has been possible to pay off the owner-occupied home and, in case of doubt, to cover the children’s education costs. In addition, they do not have a high level of cash assets, or cash assets that are perceived […]

The foundation as a rock in the surf – value preservation and tax relief via the foundation

Foundations have existed in Germany for centuries. Some of them still exist today and have survived wars, recessions, banking crises, changes of government and other events. Many assets – such as works of art, collections, buildings with land – could be preserved for posterity with the help of a foundation. The topic of “foundations” has […]

Retirement provision with foundations – enjoying liquidity and security

This is a situation most employees face at some point: The end of working life is approaching. With current, quite respectable income, it has been possible to pay off the owner-occupied home and meet the children’s education costs. In addition, for the above reasons, there is no high level of cash assets or cash assets […]

Retirement provision by transferring the home to a charitable foundation

The situation is common: The end of working life is approaching. With current quite respectable income, it has been possible to pay off the owner-occupied home and, in case of doubt, to cover the children’s education costs. In addition, for the above reasons, there is no high level of cash assets or cash assets that […]

Trust foundation as a progressive and flexible solution for medium-sized businesses

In a nutshell The medium-sized entrepreneur is currently facing a multitude of problems for which he urgently needs efficient solutions: According to calculations by the Institute for SME Research, more than 300,000 family businesses are facing a change of ownership in the next few years. It is estimated that in about 40% of all cases […]