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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.

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Coronavir­us: Farewell to gen­er­al meet­ings of share­hold­ers?
In view of the cur­rent corona situ­ation, can the an­nu­al gen­er­al meet­ing take place at all? Read all you need to know here.
23 October 2017
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...
A light at the end of the tun­nel for frus­trated be­ne­fact­ors
Die Presse
20 September 2017
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...
In­her­it­ance law: many ques­tions re­main un­answered.
Die Presse
Pro­tec­tion of con­fid­ence in the land re­gister sus­pen­ded un­til 7.11.2012