International Consulting for Individuals and Family-Owned Businesses

Cross-Border Asset and Succession Issues
International Consulting for Individuals and Family-Owned Businesses

When private and business interests converge on the international stage

International living and financial circumstances can give rise to a wide range of tax and legal issues. This is particularly true in cases involving a change of residence, assets held in multiple countries, cross-border equity interests, or succession planning with international implications.

For entrepreneurial families, personal and business interests are often closely intertwined. Changes in residence, ownership interests, or family structure can therefore affect not only personal taxation but also business operations and succession planning.

We take a holistic view of these interrelationships and involve the necessary specialized departments as well as international partners when needed.

Consulting on international private and family matters

Moving Away from Germany

Moving away from Germany can have implications for personal tax liability, equity interests, assets, and existing structures. Therefore, the potential consequences should be assessed, if possible, before relocating your residence.

We support you in assessing your current situation, identifying relevant areas of action, and preparing the next steps with a multidisciplinary approach.

Moving to Germany

When moving to Germany, income, equity interests, real estate, and other assets must be considered within an international context. An early assessment helps identify new reporting requirements and potential interactions between the countries involved.

International Succession Planning

In cases of succession involving international elements, different tax and legal systems may come into play. This is particularly true when family members live in different countries or when businesses and assets are distributed internationally.

We assist in developing a long-term succession structure that takes into account personal, family, and business interests.

Inheritance and Gift Taxes Involving Foreign Elements

International inheritances and gifts can have tax or legal implications in multiple countries. Key factors include places of residence, nationalities, locations, and the type of assets being transferred.

We assist in assessing the relevant countries and coordinating the relevant technical issues.

Real Estate Abroad

The purchase, ownership, rental, or transfer of foreign real estate may trigger tax and legal requirements in multiple countries. Succession and financing issues may also play a role in this context.

International Investments

Ownership interests in domestic and foreign companies can have implications for current taxation, distributions, dispositions, emigration, and succession. The ownership structure should therefore be considered in light of personal and family goals.

Wealth Structuring

When assets are held internationally, a well-coordinated structure is particularly important. We help you view equity investments, real estate, and other assets within the broader context and coordinate tax and legal considerations.

Your Contacts

Are you planning to move away or move to a new location, would you like to prepare for an international succession, or do you need assistance with assets and investments in multiple countries?

Please describe your current situation and the countries involved to us in confidence. We would be happy to schedule a no-obligation consultation with you.

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Individuals and business families

When should moving out of Germany be reviewed from a tax perspective?

The potential tax implications should be reviewed, if possible, before relocating one's residence. Business interests, real estate, income, and other assets may be particularly relevant.

What questions come up when moving to Germany?

When moving to a new country, factors such as personal tax liability, foreign income, equity interests, real estate, and existing asset structures may be relevant.

What should be considered in the case of an international succession?

In the case of an international succession, different tax and legal systems may come into play. Factors to consider include the places of residence of the parties involved, the nature and location of the assets, and existing corporate and family structures.

Does dhpg provide consulting services for real estate abroad?

We provide support in determining the tax and structural classification of foreign real estate and, if necessary, can engage international partners to address issues in the respective country.

Does dhpg also support entrepreneurial families?

Yes. We consider personal, family, and business matters in their broader context. This may include equity investments, business succession, inheritance and gift taxes, and international wealth structures.

How are international partners involved?

If expertise is required in a particular country, we centrally coordinate partners from the international CLA Global network to facilitate collaboration.

Do you have any other questions about international matters?

The dhpg International Desk is the central point of contact for cross-border consulting inquiries. Learn more about the support we offer to companies, individuals, and entrepreneurial families.

Visit the International Desk

Contact

Get in touch with us

Mail Contact form Telefon +49 228 81000 0
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