Competencies / Wealth Management & Asset Protection

Wealth Management & Asset Protection

Wealth Management & Asset Protection

As people and assets become more mobile, so too has the legal complexity of wealth management increased. Wealth management is generally a cross-border endeavour, and the attorneys in our “Smart Wealth Management” practice specialise in advising entrepreneurs, high net worth private individuals and family-run businesses within an international context. We can offer assistance with the development, structuring or protection of private or commercial assets. We work closely with banks, financial planners, tax advisers, wealth managers and auditors, and our team comprises attorneys focused on corporate law, capital markets law and banking law, inheritance and family law, real estate law and criminal law. If necessary, our litigators can appear before courts and the authorities.

When high net worth clients purchase a company, acquire advertising revenue, move to a different country, hold shares, options or other financial products, or are involved in private equity or venture capital, they can reduce their tax burden by selecting the appropriate structures, trusts, funds or insurance wrappers. We work with wealth managers and tax experts from across our global network to create a comprehensive financial plan to benefit our clients.

“Wealth management” is greatly affected by an entrepreneur’s philosophy and personality – as well as their background. We work for entrepreneurs, private individuals, family-run companies and family offices, and make the most of our experience in advising individuals from a host of different cultures. As a result, LGP is the number one address in Vienna for clients from the CIS region and the Western Balkans. Clients from Asia and the USA are also increasingly seeking out our advice, too.

Our services

  • Tax planning and tax compliance
  • Structuring of family assets (trusts, foundations and other asset holders)
  • Advice and negotiation pertaining to transactions and investments, expert opinions on planned investments
  • Sale of family-run companies, corporate succession planning
  • Creation of family constitutions and organisation of family meetings
  • Inheritance planning and assistance with succession/inheritance-related matters
  • Legal advice on real estate investments or the purchase of company shares
  • Partnership agreements and employment agreements, contracts
  • Private tax planning and tax advice
  • Asset tracing and recovery (including offshore asset recovery)

Your contact person for each area

 

 

Strategic wealth management

Investments, transactions and corporate legal issues                              

Mag. Ronald Frankl
Succession planning   Dr. Julia Andras
Real estate Mag. Ronald Frankl
Litigation Dr. Julia Andras
Clients from the CIS region and the Russian Federation Dipl. iur. Alexey Nenashev

Investments in Central-Eastern Europe (CEE)

 
Investments in South-Eastern Europe (SEE) Daniel Gros
Asset tracing and recovery (including offshore asset tracing)

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