"After all these years, I’ve learned that every family has its own story, and the key is always to listen first—then find the right way to protect what matters most."

Stefanie Wagner is passionate about creating added value for her clients by consistently researching what really drives each individual or family. She believes that truly comprehensive advice is only possible by understanding these deeper motivations. Exceptional expertise and the integration of legal and tax issues are essential to achieving the best results. Stefanie enjoys developing new, creative concepts in collaboration with her colleagues at Gräfe to ensure the highest standard of service.

• Succession Planning

• Tax Structuring

• Corporate Law

• Mergers & Acquisitions

• Munich Bar Association: 2008

• Munich Chamber of Tax Consultants: 2011

• Entrepreneurial family with SFO and operating company (enterprise value greater than EUR 4bn. Pure private assets greater than EUR 70 million:  

• Preparation of emergency documents (entrepreneur's will, powers of attorney, living wills).

• Supporting the family (in cooperation with the family officer and the current tax advisor) to avoid a large-scale inheritance tax acquisition in the event of death.  

• Preventive testamentary provisions and planning and implementation of the shielding of private assets and PE / VC shareholdings.

• Establishment of a German family foundation as a new holding company and single family office level. Establishment of family-orientated governance  

• Property law considerations in the family circle.

• Consideration of the gradual transfer of shares in the operating company in an inheritance tax-friendly manner, if necessary with usufruct constructs.  

• Analysis of exemption in accordance with Sections 13a/b ErbStG and valuation, if necessary, structural accounting measures to improve the starting position.

• Entrepreneurial family (3 generations) with several operating companies (enterprise value greater than EUR 50 million.  

• Preparation of emergency documents with regard to the residence of some shareholders / next Gen abroad.

• Supporting the family (in cooperation with the current tax advisors in Germany and abroad) to establish a shielding holding structure.

• Preparing the transfer of shares in the operating company in a way that minimises inheritance tax  

• Revision of the articles of association and establishment of an advisory board structure in connection with the departure of the last shareholder from the management of a traditional family enterprise  

• Setting up a Liechtenstein foundation structure as part of the relocation of a foreign entrepreneur

• Emergency Kit of the Entrepreneur, Association of German Female Entrepreneurs (VdU), 2022

• Case Study: succession, Kreston DACH Conference, 2023

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• Linklaters LLP, Munich

• O&R GmbH Rechtsanwaltsgesellschaft, Munich

• ZMP Zitzewitz Markowsky Nagel Wunsch & Partner, Munich

• gkn Gräfe Klümpen-Neusel Rechtsanwälte Steuerberater PartG mbB, Munich

• Entrepreneurial family with SFO and operating company (company value over 4 billion euros, pure private assets over 70 million euros)
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  • Preparation of emergency documents (entrepreneurial will, powers of attorney, living wills)
  • Support of the family (in cooperation with the family representative and the current tax advisor) to avoid a high inheritance tax burden in the event of death
  • Preventive testamentary provisions as well as planning and implementation of the shielding of private assets and PE/VC investments

• Establishment of a German family foundation as a new holding company and single-family office level. Establishment of family-oriented company management
  ‍
  • Property law considerations within the family circle
  • Consideration of the gradual, tax-efficient transfer of shares in the operating company, also using usufruct structures
  • Analysis of the exemption according to §§ 13a/b ErbStG and assessment, if necessary, of structural balance sheet measures to improve the initial situation
    ‍
• Entrepreneurial family (3 generations) with several operating companies (company value over 50 million euros)
  ‍
  • Preparation of emergency documents relating to the residence of some shareholders/Next Gen abroad
  • Support of the family (in cooperation with the current tax advisors in Germany and abroad) in setting up a protective holding structure
  • Preparation of the inheritance tax-efficient transfer of shares in the operating company
    ‍
• Amendment of the articles of association and establishment of an advisory board structure in connection with the departure of the last shareholder from the management of a family business with a long tradition
  ‍
• Setting up Liechtenstein foundation structures as part of the relocation of a foreign entrepreneur or succession planning

• Hans Carossa Gymnasium Landshut, A-levels, 2000

• University of Regensburg, Dipl.-Jur. (Univ.), 2005

• Higher Regional Court of Nuremberg, Legal Assessor, 2007