P+P PÖLLATH + PARTNERS

Comment: A leading player for company succession and trusts which impressively underscored its position: P+P developed Frankfurt into a port of call for private clients, esp. family offices, alongside the established Berlin and Munich offices. The move of former head of company succession at PwC, Dr. Martin Liebernickel, to P+P’s Frankfurt team as salary partner (with an experienced associate) was in line with this. The outstanding Berlin office grew its partnership by appointing Dr. Jens Steinmüller, highlighting the strong business development. The exceptionally close internal ties between tax, ?real estate and PE are the basis of success and lead to much international work, e.g. related to the consequences of Brexit for British clients, or for German HNWIs with a growing sensitivity to international tax issues.
Strengths: Long-established connections to the largest German HNWIs and important family businesses; ?tax, ?investment law, ?corporate and ?private equity.
Recommended: Prof. Dr. Reinhard Pöllath, Dr. Andreas Richter (“outstanding peer”, competitor), Dr. Stephan Viskorf (tax), Dr. Matthias Bruse, Dr. Wolfgang Grobecker (both corporate).
Practice: Succession planning in family businesses, incl. setting up governance structures, mediation in shareholder disputes, will execution. Wealth structuring for UHNWIs and HNWIs and their family offices. Advice on international tax aspects (relocation, cross-border asset allocation), trust law (family trusts and NPOs, regulatory law). Advice also on capital-markets-related tax structuring and financial products, ?M&A. (7 partners, 3 counsel, 8 associates, 2 of counsel)
Clients: ?? Merz Pharma owner on restructuring, incl. flexible shareholding. Ongoing advice to Eckes owner, Wolfgang and Michael Herz (Tchibo, Beiersdorf) (all public knowledge). Supervisory board seats incl. Maxingvest; HNWI on €600m wealth succession involving trusts.
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