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Private Clients


We offer comprehensive advisory services in this field to company owners, senior management, wealthy individuals and their families, banks, asset managers and family companies. Our services cover the full legal spectrum, from corporate law and tax law, to family, property and succession law. We can also include private foundations and trusts in the scope of our proposed solutions. The CMS Private Client Group operates on a pan-European level and is set up to advise clients who operate globally and are looking for cross-border succession planning solutions.

We possess the relevant soft skills and specialist expertise required to produce a satisfactory solution for sensitive issues regarding the structuring of family assets, company succession or estate settlement.

CMS provides a range of services for the following areas: Legal and tax aspects of asset planning, contingency planning for your family, asset transfers to the coming generation, company restructuring to avoid succession problems, domestic or international foundation solutions, or M&A structures where there are no successors in the family, advice to heirs and persons receiving a compulsory inheritance share, dispute settlement or representation in litigation regarding inheritances or compulsory inheritance shares or disputes regarding corporate law matters.


RuST 2022: Jahresfor­um für Recht und Steuern
Busi­ness Circle
Some leaks can­'t be fixed
“Con­fid­en­tial in­form­a­tion is like an ice cube... give it to the party who has no re­fri­ger­at­or or will not agree to keep it in one, and by the time of the tri­al you have just a pool of wa­ter.” This...
Con­tin­gency plan­ning with prox­ies in Aus­tria
1. Are prox­ies used in con­tin­gency plan­ning? Aus­tri­an civil law provides for the in­stru­ment of a pre­cau­tion­ary proxy (Vor­sorge­voll­macht) as well as pro­vi­sions on (stand­ard) prox­ies.It is note­worthy...
Coronavir­us: Farewell to gen­er­al meet­ings of share­hold­ers?
1.    Does Cov­id-19 force com­pan­ies to can­cel gen­er­al meet­ings of share­hold­ers? Ac­cord­ing to the homepage of the Fed­er­al Min­istry of So­cial Af­fairs, Health, Care and Con­sumer Pro­tec­tion (www.sozi­almin­is­teri­um.at)...
Can you dis­in­her­it your chil­dren?
The rule ac­cor­ded to which one can­not dis­in­her­it one’s chil­dren must be now ad­jus­ted in an in­ter­na­tion­al con­text.. The Court of Cas­sa­tion handed down two rul­ings on 27 Septem­ber 2017 stat­ing that "a...
Pub­lic Coun­try-by-Coun­try Re­port­ing; Tax­pay­er­s' Rights
Ap­pro­pri­ate Use of Coun­try-by-Coun­try Re­ports The OECD has now pub­lished Guid­ance (avail­able here) on the ap­pro­pri­ate use of Coun­try-by-Coun­try Re­ports (‘Cb­CRs’) by na­tion­al tax au­thor­it­ies. This...
A light at the end of the tun­nel for frus­trated be­ne­fact­ors
Many be­ne­fact­ors re­gret hav­ing set up a private found­a­tion: They are troubled by their loss of con­trol over the found­a­tion's board. Sub-found­a­tions could provide a way out.Read more
In­her­it­ance law: many ques­tions re­main un­answered.
Private found­a­tions. The re­form of the in­her­it­ance law brings changes to the law on com­puls­ory por­tions. Close re­l­at­ives who be­ne­fit from the test­at­or’s private found­a­tion are par­tic­u­larly af­fected