Basic questions of owner strategy in focus

In order to successfully advise (entrepreneurial) families on the professionalization of their family assets, a wide range of skills are required: strategic, legal, tax and also interpersonal.

Our seminar takes a holistic look at the interdisciplinary question of how you can design typical (owner) strategic guard rails in a way that is optimal and legally sound, particularly from a tax perspective.

Target groups: Lawyers, tax consultants, bank executives, but also client advisors with UHNWI clients, wealth planners, employees of SFO (Single Family Office) and MFO (Multi Family Office)

The seminar content

• The focus is on questions and contexts such as
• What strategic goals should be pursued? How important are values? How are they translated into concrete decisions?
• What might different investment models look like, e.g. growth versus maintaining existing assets, real estate, capital market and/or direct investments or new operating companies? How high should the share of liquid assets be?
• Impact of these key decisions on the legal and tax structuring of the holding and service level, involvement of external partners (make or buy) and much more
• What other aspects need to be taken into account (including publicity, regulatory law)?
• How (and by whom) is operational management organized? What tasks does the family take on? What are their rights and obligations?

‍

Speakers:

Dr. Karin Ebel , lawyer and tax consultant with a long-standing personal focus on family businesses and family offices. She has already supported more than 200 entrepreneurs (families), particularly on the topics of family constitution and succession, including legal and tax optimization. She is the managing partner of the consulting firm ebel & team GmbH, a member of various advisory boards of family businesses and a sought-after speaker at events and conferences at home and abroad. She manages to strike a balance between technical expertise and an understanding of emotional situations, so that a tailor-made concept for the family is created in each case.

‍

‍

‍

‍

Dr. Maren Gräfe , lawyer LL.M., tax advisor, founder of GRÄFE Tax & Legal GmbH, has extensive and long-standing expertise in cross-border company and asset succession, including related restructuring issues. Her specialties include the drafting of all precautionary documents, including the design of wills and matrimonial property. She advises wealthy private individuals and single family offices on issues relating to complex capital and investment assets, and supports numerous entrepreneurial families in the professionalization of the investment side and the development of family office structures.

‍

‍

‍

‍

Christian Hammes is the founder and managing director of Eta Family Office GmbH, an independent consultancy for wealth strategies for entrepreneurs, single family offices and institutions. After studying business administration, he worked in capital market analysis and wealth management at international and German banks. He is a member of several institutional and family advisory boards and investment committees, treasurer in a single family office and member of the Association of German Treasurers eV.

‍