Private Clients

We provide comprehensive legal support for family-owned and owner-managed businesses at owner and company level in all aspects of corporate law, if required as a one-stop-shop service together withthe tax experts at Deloitte Tax and other Deloitte-specialist teams.

Providing appropriate legal advice requires not only outstanding professional knowledge, but also a deep understanding of the structures, requirements and peculiarities of private clients.

Our dedicated private clients legal services practitioners understand the special needs and expectations of private clients and know how to deliver the full scope of business law services tailored as appropriate for family-run businesses and their family offices. 

We offer comprehensive legal support to national and international family offices in all areas of law, supported by experts from Deloitte Tax and other specialist areas.

Our Private Clients Legal Services teams understand the specific needs and expectations of private clients and provide a full range of commercial law services tailored to family-run businesses and their family offices.

Deloitte Private supports families and family offices with customized services, including family office governance and legal succession advisory, tax strategy and planning, compliance and reporting, and investment management.

With many years of experience in advising family businesses, Deloitte Legal and Deloitte Private bring multidimensional perspectives and a 360° view of the challenges and opportunities facing family offices.

A complete overview of Deloitte's interdisciplinary end to-end services for family offices can be found here (in German language):

Whether it's a company acquisition, bringing in private equity investors, or succession planning through a company sale, we help you navigate complex M&A transactions.

We know that the success (or failure) of a transaction often depends on the human dimension: founders, families, and individuals with deep personal ties to their companies meet professional investors for whom M&A is a serial business.

We know how to manage sensitivities, build trust, and keep transactions on track.

Our legal advisory services are fully integrated into Deloitte Private's M&A offering, enabling seamless collaboration across Legal, Tax, Financial Advisory, and Consulting. We deliver faster execution, seamless coordination, and tailored legal advice for private and family-held companies as well as family offices.

We advise on legal issues relating to the governance of family-owned/owner managed companies and groups of companies and provide support in the development, structuring, and drafting of family constitutions and intergenerational agreements.

We always consider succession issues and address them in a timely manner—whether in the form of gifts/donations, succession arrangements in the form of wills and inheritance contracts, succession planning through anticipated succession, foundation models, or in the form of marriage contracts, divorce/separation agreements.

We provide support in the development, structuring, and drafting of intergenerational contracts and wills, as well as in asset succession planning and the transfer of family businesses and family assets.

In addition to providing advice on structuring - often in collaboration with our colleagues at Deloitte Tax - we also ensure that the implementation complies with tax regulations and legal and business requirements.

We advise on all areas of asset management as well as on the structuring and execution of strategic investments in Germany and abroad, working in an interdisciplinary manner and in close coordination with Deloitte experts.

Our expertise covers all aspects of foundation law, such as the establishment and dissolution of foundations, the drafting of foundation documentation, and advising founders, foundation bodies, and beneficiaries. Of course, we also advise on other forms of succession planning, including implementation.