Tax-efficient wealth succession for the generations to come

A well-thought-out wealth succession protects what has been built and prevents taxes or unresolved legal issues from burdening the transfer. Whether a gift, an inheritance or an advance succession arrangement, we develop solutions that are sound in tax terms and fair across generations.

Holding companies, family holding companies, foundation models

Not every succession structure suits every estate. Holding companies, family holdings, foundations and other succession arrangements are carefully examined from a tax perspective. The planning also takes into account liquidity effects, valuation issues, deadlines and reporting obligations.

Cross-border wealth succession

In the case of foreign assets, international family situations, residence issues and tax treaty aspects, we carefully align all relevant factors in order to reduce double taxation risks and ensure consistent planning.

Your contacts

Dott. Comm. Josef Vieider

Dott. Comm. Alessandro Zanellato

Dott. Comm. Stefan Lanznaster

Dott. Comm. Thomas Pichler

RA Avv. Vanessa Gasteiger

Newsletter

Our newsletters – Useful Updates on Tax and Legal Matters

13.08.2026, Newsletter No. 35/2026

Corrective decree to the tax reform of 7 August 2026 – other changes

Legislative Decree No. 148 of 7 August 2026 introduces numerous further corrections to the tax reform – from income from employment to business and financial income, from VAT to tax assessment and the two-year advance agreement.

12.08.2026, Newsletter No. 34/2026

Corrective decree of 7 August 2026 and its effects on the mixed use of company cars

The corrective decree of 7 August 2026 (Legislative Decree No. 148/2026) standardises the calculation of the benefit in kind for the mixed use of company cars with retroactive effect from 1 January 2026 and at the same time introduces two new surcharges on the benefit-in-kind value.

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