Family / Business / Assets

Families create wealth with their companies.
This has to be protected, increased and passed on to future generations.

LG Management & Partner combines professional expertise in all three spheres with experience in strategic and operational management and the organisation of complex structures and requirements, an international network consisting of specialists in your field, as well as empathy for family matters, loyalty, discretion and independence.

Family services

• Tax-optimised planning of asset transfer to the next generation
• Creation and optimization of the necessary structures, vehicles and contracts, execution of wills and handling of inheritance matters
• Advice on setting up foundations
• Meditation and coaching within the family
• Day-to-day administration of a family office

Family Business Services

• Succession planning – company transfer to the next generation
• Restructuring and process optimisation
• Company design for the future
• Interim management, restructuring and M&A – sale of the family business

Family Assets Services

• Strategic asset allocation/development of an investment strategy
• Implementation of the agreed strategy
• Reporting/controlling of all investments
• Tax-optimised structuring of assets
• Clarification of specific legal issues

Real-Estate Services

• In-house property management
• Technical due diligence
• Deferred maintenance; create master plan
for maintenance for the next 7 years, possibly tax-optimised
• Implementation of construction projects

International Business

• Profound knowledge of the German and Spanish property markets
• Corporate law structuring options for property assets
• Establishment of foundations in Austria, Switzerland and Liechtenstein