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Family Offices

With a view to safeguarding the achievement of many decades and building on that success, family businesses are increasingly turning to professional asset planning and administration via a family office. A family office takes care of asset allocation and management, thereby relieving the family-owned business or wealth owner of many routine tasks.

Every family office is unique

A successful family office reflects the structure and core values of the associated family-owned business, which means that every family office requires individually tailored advice. Our Private Clients experts respond to this need by basing their solutions on the specific requirements and objectives of the family office and the families involved. In many cases, we have been advising family offices for more than three generations.

Our services for family Offices

When providing family office advice to family-owned businesses, we start by exploring the risks and return expectations in the context of the underlying assets. This includes considering the philosophy of the family business and the personality of the owners.

We support the family office in relation to structuring family wealth, draft shareholder agreements and employment contracts for the family office, advise on corporate law and tax aspects of a wide range of investments (e.g. real estate, art, equity interests) and assist with arrangements for corporate succession.

The areas in which we advise family offices include:

  • Advice on structuring family wealth
  • Shareholder agreements and employment contracts, contract management
  • Tax planning and optimisation in the context of a family office
  • Asset structuring via trusts, (family) foundations or other independent asset vehicles
  • Legal and tax advice for family offices when investing in real estate, art and equity interests
  • Corporate succession and wealth succession/estate planning, inheritance support
  • Preparing family constitutions and organising family meetings
  • Legal structuring of bank accounts/asset management agreements
  • Administration, documentation, reporting and monitoring
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Hans Christian Blum
Hans Christian Blum
Part­ner
Rechtsanwalt | Fachanwalt für Erbrecht (Certified lawyer for inheritance law) | Co-Head of the CMS Private Clients Group
Germany, Stuttgart
Germany, Cologne
Hans Christian Blum advises entrepreneurs and high-net-worth individuals. His clients primarily aim at protecting and preserving family businesses/family assets as well as keeping peace in the family...
Thomas J Meyer
Dr. Thomas J Meyer
Part­ner
Rechtsanwalt
Germany, Hamburg
For more than 30 years, Thomas J. Meyer has been a member of the CMS Private Clients practice, working on numerous complex national and international cases with a focus on advising and representing families...
Dirk Schauer
Dr. Dirk Schauer
Part­ner
Rechtsanwalt | Fachanwalt für Erbrecht (Certified lawyer for inheritance law) | Head of Private Clients, CMS Germany
Germany, Stuttgart
Dirk Schauer advises entrepreneurs and private clients on national and international estate planning and corporate succession planning as well as on foundations. He advises on the structuring and protection...
Eckhard Schmid
Dr. Eckhard Schmid
Part­ner
Rechtsanwalt | Fachanwalt für Arbeitsrecht (Certified lawyer for labor and employment law)
Germany, Munich
Eckhard Schmid has been a labour lawyer for over 30 years. On the law relating to board members, managing directors and executive employees he has been considered one of the top advisors in Germany for...
Michael Schellenberger
Dr. Michael Schellenberger, Mag. rer. publ.
Prin­cip­al Coun­sel
Rechtsanwalt | Fachanwalt für Erbrecht (Certified lawyer for inheritance law)
Germany, Stuttgart
Michael Schellenberger assists business owners and high net worth individuals with their asset structuring, corporate investment management, succession planning and matrimonial regime issues. He also...
Luise Uhl-Ludäscher
Luise Uhl-Ludäscher, Dipl.-Ökonomin, Dipl.-Finanzwirtin (FH)
Prin­cip­al Coun­sel
Tax Adviser
Germany, Stuttgart
Luise Uhl-Ludäscher specialises in tax planning, advising medium-sized family businesses and there owners and families as well as high-net-worth individuals on corporate succession and estate planning...
Jasper Stallmann
Dr. Jasper Stallmann
Coun­sel
Rechtsanwalt
Germany, Hamburg
Jasper Stallmann advises private clients, entrepreneurial families and family offices on corporate succession and asset planning including cross-border aspects. He focuses on inheritance law and the law...
Michael Heuser
Dr. Michael Heuser
Seni­or As­so­ci­ate
Rechtsanwalt
Germany, Stuttgart
Michael Heuser assists entrepreneurs and private clients on national and international asset and corporate succession planning with special expertise in the law on foundations, the execution of wills...
Philine Lindner
Philine Lindner
Seni­or As­so­ci­ate
Rechtsanwältin | Fachanwältin für Steuerrecht (Certified lawyer for tax law)
Germany, Hamburg
Philine Lindner specialises in advising medium-sized companies and groups on domestic and cross-border corporate tax law matters. With special expertise in reorganisation tax law, she handles national...
Hanna Stukenbrock
Dr. Hanna Stukenbrock, Maître en droit
Seni­or As­so­ci­ate
Rechtsanwältin
Germany, Hamburg
Hanna Stukenbrock advises entrepreneurs and private individuals on their long-term asset and corporate succession planning. In this context, her work focuses on developing individual solutions to safeguard...