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Private Clients

7 specialist practice areas in Private Clients

Our range of services in succession, assets and foundations 

We advise business owners, entrepreneurial families, wealthy individuals and family offices on all legal and tax issues relating to the structuring and succession of private and business assets. 

The trusting client relationships we have in the Private Clients sector are the result of outstanding expertise, value-orientated advice and the sensitivity required in dealing with the demanding tasks of our clientele.  

Comprehensive advice for bespoke and sustainable solutions  

As trusted advisors, we support our clients with a high level of professional expertise and personal commitment. Our Private Clients team of experienced legal and certified tax advisors has extensive knowledge in all relevant areas of law – from inheritance, corporate, tax, foundation and trust law to family, private international and procedural law. We combine legal and tax expertise with the empathy needed to develop customised and sustainable solutions with our clients. 

Full service for Private Clients, interdisciplinary and international  

Our Private Clients sector is embedded in CMS's full-service approach. This means that, if required, we can access the expertise of our more than 650 specialised colleagues at CMS Germany in all related areas of law at any time to solve even the most complex issues all in one place and at the highest professional level. 

As part of the international CMS Private Clients Specialty Group, we work closely with our specialised CMS Private Clients teams in numerous jurisdictions around the world. This enables us to handle cross-border mandates efficiently, all in one place and at the highest legal level. 

Our expertise – as diverse as our clients themselves 

The private individuals and business owners who engage us have a wide range of needs when it comes to their wealth management and succession planning. Our Private Clients experts advise in particular on the following topics: 

  • Planning and implementing corporate succession 
  • Structuring and succession in private assets 
  • Realignment after the sale of a company 
  • International orientation of the family 
  • Tax arrangements and tax optimisation 
  • Foundations and trusts 
  • Contingency planning 
  • Drafting prenuptial agreements 
  • Estate settlement 
  • Execution of the will 
  • Dispute resolution 
  • Family governance and long-term strategic support for the family 

Your next step

Would you like to find out more about our range of Private Client services or do you have specific questions about wealth management or succession planning? Our Private Clients team will be happy to assist you. We look forward to hearing from you. 

Our specialist practice areas

Awards & Recognitions
01
  • Quote
    Ranked in Tier 2 for Private Clients & Nonprofits
    The Legal 500 EMEA, 2024
  • Quote
    Nennung als Top Kanzlei für den Bereich Erbrecht
    WirtschaftsWoche Top-Kanzleien 2020; In Kooperation mit: Handelsblatt Research Institute
  • Quote
    "Sources enthuse that CMS is "a powerhouse with the ability to handle complex matters" and that "they deal with some of Germany's richest clients." The firm can provide in-depth advice on all legal and tax matters for high net worth families. Its areas of expertise include family businesses and foundations, corporate succession and international wealth planning."
    Chambers HNW, 2018
  • Quote
    "The team in Stuttgart is particularly praised for its work. One legal insider reports: "They act for some very substantial high net worth clients in that region and are very good on succession law and litigation." Another wealth expert adds: "You know you can always rely on their lawyers to be precise and accurate in what they are doing.""
    Chambers HNW, 2018

Private Clients Insights

CMS International Disputes Digest – 2025 Winter Edition

17 Dec 2025 3 min read

CMS GlobalRadar

25 Sep 2025 1 min read

CMS Emerging Europe M&A Report 2024/25

29 Jan 2025 4 min read

CMS advises sellers of Cardior Pharmaceuticals on potential acquisition by Novo Nordisk

26 Mar 2024 2 min read

CMS advises British service provider Serco on acquisition of social services provider European Homecare

18 Dec 2023 2 min read

CMS advises Milchwerk Jäger on establishment of joint dairy with Austrian company Gmundner Molkerei

29 Sep 2022 3 min read

Handling the new EU and UK sanctions against Russia

27 Feb 2022 1 min read

CMS advises on merger of ADS-TEC Energy with European Sustainable Growth Acquisition Corporation

23 Dec 2021 2 min read

Events

  • Germany
    28 Apr 2026

    IP Insights webinar series 2026

  • Germany
    02 May 2026

    CMS at INTA 2026

  • Germany
    05 May 2026

    Joint seminar with CMS and Tannenbaum Helpern - A global perspective on securing, maintaining, and enforcing...

  • Germany
    28 May 2026

    CMS International Crypto Forum 2026

  • Germany
    30 Jun 2026

    On the Pulse webinar series 2026 - Spring/Summer

Local market knowledge. Global outlook

We provide future-facing legal advice to help your organisation thrive. Combining local market knowledge and a global perspective, and with lawyers in locations worldwide, your organisation benefits from the expertise it needs, even across borders.

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