Private Wealth Management

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Our Succession and Foundation Expertise

ESTATE PLANNING

As a specialist department, Estate Planning deals in particular with legal and tax aspects of asset structuring and succession planning in cooperation with external legal and tax advisors.

Are you planning your succession?

  • The Estate Planning department offers you support in questions of inheritance law as well as inheritance and gift tax. Together with you, we will develop the first concepts for the transfer of assets to the next generations.

    • Underage societies (children's KG / grandchildren's KG)

    • Last will and testament

    • Precautionary power of attorney and living will.

  • We are also at your side in questions of company succession.

  • Together with you, we work out the essential steps that lead to a successful succession and secure the preservation of your assets.

Are you married and interested in restructuring your property rights?

  • With our background of experience, we analyse your status quo in order to consider possible optimisation potential together with you.

  • Of course, it is also possible to provide support in the bank's technical implementation of a gain equalisation, especially in the area of restructuring the couple's securities investments.

  • IOur network of experienced lawyers and notaries is at your disposal for the drafting and notarization of marriage contracts at home and abroad.

Are you planning or just have completed the sale of your company?

  • We give you practical advice on how to optimize your company structure, taking into account tax aspects, especially before the sale of the company.

  • After the sale, we analyse for you how your "new" assets can best be structured and managed in which legal forms.

  • We will be happy to assist you as a sparring partner or via our Family Office, with questions about the right choice of asset managers and organise the selection process for you (beauty contest).

Are you interested in the development of the "Next Gen" in your entrepreneurial family?

  • The next generation is an important and valuable factor for all entrepreneurial families. It is not uncommon for early decisions to be made for the next generation. An initial orientation and further training for the "Next Gen" outside the family business is an important experience for many and should be planned at an early stage.

Do you need legal or tax advice?

  • We would like to offer you our independent quality controls, which not only include the procurement of special addresses for legal and tax advice, but also a transfer of experience from the breadth of the consulting market. If required, we will organise a selection process (beauty contest) for you so that you can receive the best possible advice. We would be pleased to accompany you closely as your partner throughout the entire consulting process.

A FOUNDATION IS A HEART PROJECT.

- However, it requires good planning and implementation.

The Stiftung Office has the necessary know-how and a lot of practical experience in supporting foundations and other non-profit legal entities.

At the same time, with our own BHF BANK STIFTUNG, we are active in the non-profit sector ourselves, so that we can be a valuable advisor and sparring partner to benefactors and foundation directors from our own experience.

The key to the success of a foundation is to maintain and manage the foundation's assets. For charitable assets, we develop solutions tailored to the individual requirements of the foundation together with the persons involved.

Please contact us: We will be happy to assist you in setting up your own foundation or managing your existing one.