Next Generation Partners

Private client in Austria

Binder Grösswang

Binder Grösswang is highly adept at handling cross-border work, advising on multi-jurisdictional estate planning and international tax structuring. The firm has ‘deep expertise’ in the full range of matters from succession planning for the families of HNWIs and investments, to philanthropy and immigration. The team is led by Andreas Hable, who provides ‘exceptional legal counsel, especially in matters related to foundations’, Thomas Schirmer who specialises in M&A and real estate transactions and Christian Zwick,who regularly advises entrepreneurs. Mona Holzgruber is also an integral member of the team, focusing on corporate restructurings and wealth and asset management. Adrian Zwettler specialises in litigation.

Praxisleiter:

Andreas Hable; Thomas Schirmer; Christian Zwick


Weitere Kernanwälte:

Adrian Zwettler; Mona Holzgruber


Referenzen

‘The team I worked with consists of very capable and experienced members who also work very well together. The collaboration was very efficient and results-oriented.’

‘The people I have worked with are characterized not only by their great knowledge, but also by their ability to grasp things quickly and their entrepreneurial understanding. This makes it possible to quickly find solutions that can be implemented in practice.’

‘Our client group included some primarily German speakers and some primarily English speakers. The team was excellent at explaining the issues and answering questions in both languages, and in both lawyer and layman terms.’

bpv Hügel

bpv Hügel continues to be renowned for its tax advice. With this strength in its toolkit, the firm offers HNWIs and foundations advice on a variety of tax-related matters including tax structuring and high-stakes tax disputes. Additionally, the team under Florian Plattner has a strong track record for business succession as well as for private investments, with Plattner having a special focus on private foundations. On the tax front, Gerald Schachner, ‘one of the go-to private client lawyers in Austria’ heads the team with his broad expertise being key to the firm’s proficiency in tax controversy, including fiscal criminal tax law.

Praxisleiter:

Florian Plattner


Weitere Kernanwälte:

Gerald Schachner


Referenzen

‘I work with Gerald Schachner a lot. Gerald is one of the few people in Austria who combines everything required in one person: exceptional personal skills, extreme experience, the highest technical level in all relevant legal areas, focus on finding solutions, crystal-clear advice, responsible approach. Very discreet. “The go to” lawyer for sensible matters.’

‘Gerald Schachner is the key figure in the team.’

‘Gerald Schachner is a particularly good HNI lawyer. What sets him apart from other top lawyers in Austria is his additional excellent knowledge of tax law. His empathetic personality and extensive experience make him one of the go-to private client lawyers in Austria.’

Highlight-Mandate


  • Advising an Austrian individual on the set of an Austrian Private Foundation for the purposes of transferring its shareholding in an Austrian company to the newly established foundation, which in turn sold a substantial share in the Austrian company, valued at €200m.
  • Advising shareholders of a multinational enterprise in the healthcare sector on the reorganisation and tax structuring of the entire group involving the transfer of several shares, directly and indirectly, cross-border to a new Austrian holding company.
  • Advising a former bank executive in connection with fiscal criminal proceedings due to alleged participation in cum-ex deals.

Schindler Attorneys

Schindler Attorneys regularly advises on inheritance law, asset structuring as well as protection and tax law in relation to the distribution of assets. The team's client roster includes celebrities and entrepreneurs as well as HNW families, who benefit from the firm’s expertise in the structuring of family-held businesses and succession planning. The firm also has strong connections with the German market, allowing for complex cross-border work, including estate planning and relocation. The practice is jointly steered by tax heavyweight Clemens Schindler and family and corporate law specialist Philipp Hoyos.

Praxisleiter:

Clemens Schindler; Philipp Hoyos


Weitere Kernanwälte:

Katharina Schindler


Referenzen

‘Small, accessible team with a broad spectrum of tax and legal expertise and a pragmatic and business-driven approach.’

‘Clemens Schindler is not only technically excellent but a trustworthy advisor and sparring partner to develop the suitable solution for each client on a tailor-made basis.’

‘The team is one of the leading private client advisory teams in their country, with extensive experience in cross-border matters. They have a wealth of experience and work to exceptionally high professional standards. We have worked with them on a number of different matters and would highly recommend them.’

Kernmandanten

Elīna Garanča


Hypo Alpe Adria Mitarbeiter Privatstiftung


Nienke Nina Keizer


Hannes Jagerhofer


Toni Mörwald


Highlight-Mandate


  • Advising a Liechtenstein family office in relation to its investment of nearly €1bn in Signa, now being the largest insolvency in Austria’s history.
  • Advising the client against claims raised by former beneficiaries based on Austrian private foundation law.
  • Advising a haute cuisine chef on real estate matters and estate planning, recently in connection with an expansion of his business activities and protection of related IP rights.

Wolf Theiss Rechtsanwälte GmbH & Co KG

Wolf Theiss Rechtsanwälte GmbH & Co KG covers succession, international tax and cross-border estate planning as well as advice on charities and philanthropic projects, with a stronghold in Austria and the CEE/SEE region. The firm has a strong focus on tax-related matters, frequently in relation to immigration and relocation. Having garnered over two decades of experience, co-head and tax specialist Niklas Schmidt stands out for his knowledge of the taxation of capital gains from crypto assets.  Co-head Karl Binder has a full-service approach leading on a broad range of corporate real estate matters for HNWIs, including Forbes-ranked individuals. ‘Excellent lawyer’ Eva Stadler is another key contact.

Praxisleiter:

Niklas Schmidt; Karl Binder


Weitere Kernanwälte:

Eva Stadler


Referenzen

‘Wolf Theiss is my go-to firm in Austria for private client and tax advice.’

‘Niklas Schmidt is a leader in his field, but I have also recently worked with Eva Stadler and was very impressed. She was responsive, clear and had an excellent mastery of her brief. ’

‘Eva Stadler is a key person. She is an excellent lawyer with strong analytical and communication skills. I may always rely on her commitment and dedication. Niklas Schmidt is a senior partner who has single-handedly created the best private clients practice in Austria.’

Highlight-Mandate


  • Advised a German family on the use of trusts and foundations to be set up for the benefit of family members living in Austria and various other countries
  • Advised a successful entrepreneur with Russian/Israeli background on obtaining Austrian citizenship by virtue of a philanthropic engagement, consisting of a donation of around EUR15 million in the field of medical research
  • Advised a client on tax and succession planning, in particular regarding succession to his non-UK assets, which include shares in an Austrian company as well as assets in Luxembourg, Monaco and India

Cerha Hempel

Cerha Hempel’s robust foundation in corporate law benefits its UHNW and private foundation clients in a whole host of matters encompassing contentious and non-contentious tax matters as well as estate and wealth planning. The team offers a wealth of experience in advising charities, with a particular emphasis on real estate projects. Head of the takeovers and antitrust department Albert Birkner is highly regarded as a ‘stand-out-partner’. Leading the contentious business department, Irene Welser boasts an extensive track record in handling probate, succession and estate disputes. In the firm’s corporate practice, Heinrich Foglar-Deinhardstein is active in trust law, while Benjamin Twardosz is renowned for advising on both the civil and tax law aspects of private foundations. Also a corporate lawyer, Martin Eichinger was promoted to partner in May 2024.

Praxisleiter:

Irene Welser; Albert Birkner; Heinrich Foglar-Deinhardstein; Benjamin Twardosz


Weitere Kernanwälte:

Martin Elchinger; Johannes Aehrenthal; Thomas Trettnak


Referenzen

‘Perfect service, skills and know-how.’

‘Stand-out-partner due to excellent service, know-how and experience: Albert Birkner.’

‘The law firm provides perfectly trained and highly professional advice and support from all employees and partners. This gives clients the clarity they need to be able to evaluate all effects and alternative courses of action in advance and to have the necessary security to make the right decisions.’

Kernmandanten

Kwizda


Karl Wlaschek Privatstiftung (KWPS)


Pichler Privatstiftung


ITI – International Theological Institute


Batthyany-Strattmann


St Johanns Club


Ronald McDonald Kinderhilfe (Children Charities)


Souveräner Malteser Ritterorden


KR Ing. Franz Hrachowitz


Alexander Silber


Alex Schütz Familienstiftung (C-Quadrat)


Dr. Pscheidl Privatstiftung


Dr. Günter Eichhübl


Mag. Dominik Brunner


Mag. Robert Tencl


Erich Erber Phd


Peter Duschek


Andrea KOLLAR


Tax Advice to UHNWIs


CMS Reich-Rohrwig Hainz Rechtsanwälte GmbH

CMS Reich-Rohrwig Hainz Rechtsanwälte GmbH provides a comprehensive service, with the team's areas of expertise extending to inheritance law and estate planning, succession planning, wills, tax, and foundations. The department’s figurehead Johannes Reich-Rohrwig is well-versed in both contentious and non-contentious matters, regularly drafting succession plans and representing clients in inheritance disputes. Supporting Reich-Rohrwig is Arno Zimmermann who assists with estates, investments, and dispute resolution. Another key member is Lukas Peissl, who works on contentious inheritance matters and disputes related to private foundations.

Praxisleiter:

Johannes Reich-Rohrwig


Weitere Kernanwälte:

Arno Zimmermann; Lukas Peissl


DORDA Rechtsanwälte GmbH

DORDA Rechtsanwälte GmbH offers extensive experience in immigration and naturalisation law and is equipped to handle the full spectrum of tax and succession advice, inheritance proceedings, and estate planning. Paul Doralt is the leader of the core team, specialising in wealth protection and tax structuring. Katharina Binder demonstrates proficiency in succession planning and advice on trusts and foundations. The multilingual tax expert Stanislav Nekrasov is another integral part of the team, facilitating complex cross-border work including fiscal criminal tax law matters.

Praxisleiter:

Paul Doralt


Weitere Kernanwälte:

Katharina Binder; Stanislav Nekrasov


Referenzen

‘Deep expertise, capability to take the lead in complex cross-border matters, interdisciplinary advice and bespoke solutions. Very well connected. ’

‘Paul Doralt: Vast international experience, extremely well connected, sees the big picture, creates solutions, efficient, exceptional client handling.

‘Katarina Binder: Extremely knowledgeable, responsive, to the point, efficient, and a pleasure to work with. ’

Highlight-Mandate


  • Advising Wolfgang Gilgen, a pioneer in low-voltage transformer manufacturing, on structuring his global wealth and managing his European business assets.

GRAF ISOLA

A port of call for private foundations, GRAF ISOLA is adept at working in the interface between wealth management and restructuring. HNWIs also benefit from the firm’s expertise in optimising asset succession and asserting inheritance claims. Practice head Armenak Utudjian is focus areas extend to advice on the use of foundations within succession planning. Cooperation with the sanctions team also bolsters the department, with corporate lawyer Ferdinand Graf being noted for a strong international trade and sanctions law practice that supports private clients.

Praxisleiter:

Armenak Utudjian


Weitere Kernanwälte:

Ferdinand Graf


Referenzen

‘High problem solving capacity, great knowledge, huge experience.’

‘Ferdinand Graf and Armenak Utudjian are both very experienced and skilled.’

‘They are very reliable, fast and have a lot of emotional intelligence.’

Kernmandanten

Kay Horstmann Privatstiftung


Peter Lisec Privatstiftung


Motycka Privatstiftung


Talent Privatstiftung


Medem Privatstiftung


Highlight-Mandate


  • Advised the Peter Lisec Foundation on the reintegration of some international distribution companies into the group.
  • Advising on the administration of the Peter Lisec Foundation’s assets, in particular the subsidiary Lisec group of companies, real estate and financial assets.
     
  • Advising a renowned group of Austrian foundations and its subsidiaries on a wide range of legal topics and defending them from legal claims in Austrian court worth several hundred million Euros.

SAXINGER Rechtsanwalts GmbH

SAXINGER Rechtsanwalts GmbH offers established experience in inheritance and probate proceedings, with proven knowledge of post-marital claims and child custody issues for HNWIs. The team advises on foundations and succession planning, with numerous clients from industrial and engineering-related segments. Having opened a new private client-focused office in Salzburg in June 2024 and promoted Dominique Schichtle to partner in April 2024, the firm has strengthened its practice locally. The team’s leadership is split between Gerald Schmidsberger, whose works centres on corporate succession and private foundations, and Birgit Leb, who advises on contracts between spouses.

Praxisleiter:

Gerald Schmidsberger; Birgit Leb


Weitere Kernanwälte:

Dominique Schichtle; Bernhard Gonaus


Referenzen

‘They are very experienced, and their service level is very strong. The entire team is always extremely responsive and thorough.’

‘Working with Wolfgang Lauss is great. He always has creative solutions for complex issues based on decades of experience. Furthermore, I want to mention that he is always completely focused, and the advice goes beyond very sophisticated consulting.’

‘The team is excellent at handling complex and sophisticated matters. The breadth of their team, their responsiveness and their service level are outstanding. They have simple, understandable and uncomplicated procedures.’

Kernmandanten

Greiner AG


Highlight-Mandate


  • Advising Greiner Group on inheritance, charity and power of attorney matters arising from the restructuring of the family office.

DLA Piper Weiss-Tessbach Rechtsanwälte GmbH

Advising Austrian families on the structuring and protection of assets underpins DLA Piper Weiss-Tessbach Rechtsanwälte GmbH, organizačná zložka’s private client practice. With a strong bench of corporate lawyers, entrepreneurial families and international clients rely on the team for advice on investments and acquisitions, succession planning, relocation,  and tax.  Practice head Christoph Magerhandles a wealth of asset-related matters for clients in different jurisdictions. Elisabeth Stichmann regularly advises on complex family situations and asset-related disputes. Also noted is Dimitar Hristov, who is reputed for his cross-border experience with the Eastern European and Brazilian markets.

Praxisleiter:

Christoph Mager


Weitere Kernanwälte:

Elisabeth Stichmann; Dimitar Hristov


Kernmandanten

Stephan Zöchling


Avinos Privatstiftung


H.M.Z Privatstiftung


Jank Weiler Operenyi

Leveraging the expertise of the firm’s tax professionals, auditors, consultants, as well as financial and risk advisory specialists, Jank Weiler Operenyi provides a comprehensive wealth and private asset management service for international family offices, foundations, and high-net-worth individuals. Leading the team, Maximilian Weiler is a port of call for wealth and asset management, while Gabriele Etzl plays a key role in supporting real estate and real estate finance transactions across Austria and the broader CEE region.

Praxisleiter:

Maximilian Weiler


Referenzen

‘Solution-oriented, one-stop-shop for legal & tax.’

‘Maximilian Weiler especially is very efficient and has a hands-on mentality.’

‘Very structured, efficient and timely even under pressure.’

Kernmandanten

Stiftung Fürst Liechtenstein


Liechtenstein Group


Neue Wege Privatstiftung


Esterhazy Familiy Office


Rauch Group


Wolschner Privatstiftung


Paulaner Group


Frauscher Group


List Group


Betha Zwerenz Krause GmbH


Highlight-Mandate


  • Advising Stiftung Fürst Liechtenstein, the foundation established by the Prince of Liechtenstein, in connection with its international asset management entity and its subsidiaries with focus on the investment and the management of real estate, agriculture, forestry and renewable energy projects.
  • Advising Rauch Group on the transfer of customer contracts and internal restructuring projects.

Müller Partner Rechtsanwälte

Foundation law makes up the bulk of Müller Partner Rechtsanwälte’s private client practice, including the execution of foundations and the establishment of sub-foundations. Alongside this key strength, the firm has capabilities in prenuptial agreements, the division of marital savings as well as charity law. Figureheads Katharina Müller and Martin Melzer act as board members of various private foundations and are sought after for inheritance or divorce disputes, especially if private foundations are involved.

Praxisleiter:

Katharina Müller; Martin Melzer


Referenzen

‘Great experience in private client matters. Fast reaction and pragmatic problem solving.’

‘Katharina Müller and Martin Melzer have deep experience and great knowledge on private client matters.’

Highlight-Mandate


RIZZI Rechtsanwalts GmbH

RIZZI Rechtsanwalts GmbH has a special focus on private foundations as well as inheritance and succession related planning and litigation. Private foundations and family businesses benefit from practice head Paul Rizzi’s expertise in corporate law and litigation, particularly on succession matters involving corporate structures. Other areas of strength include the transfer of real estate, tax and estate planning.

Praxisleiter:

Paul Rizzi


Kernmandanten

A1 Telekom Austria AG


HSP Rechtsanwälte GmbH

Forging a focus on the CIS region, HSP Rechtsanwälte GmbH provides a full range of services for HNWIs with an emphasis on matters with connections to Uzbekistan, Kazakhstan and Belarus. The team under practice head Nikolaus Becker is adept at real estate investments and fiscal criminal proceedings. Becker is particularly recommended for advice on the protection of private assets and the structuring and safeguarding of corporate succession. Jörg Winkler departed in August 2024.

Praxisleiter:

Nikolaus Becker


Weitere Kernanwälte:

Peter Wagesreiter; Simon Gruber


 


Referenzen

‘The entire law firm works at the highest level and covers all legal topics for both private and corporate clients excellently. We had the pleasure of being able to test the areas of corporate law, real estate law and settlement and residence law in detail and can only award the very best overall rating. We would work with them again at any time and would recommend them to others.

‘What distinguishes the entire team around Nikolaus Becker and Simon Gruber is extreme customer orientation as well as the highest efficiency paired with competence, language skills and expedience. ’

‘Hands-on, practical, responsive.’

PwC Legal Austria-oehner & partner

Comprehensive support on succession strategy, foundation law, M&A transactions, restructuring processes and corporate law implications resulting from the transitions of family enterprises to the next generation marks PwC Legal Austria-oehner & partner’s private client offering. With significant experience in corporate law, practice head and managing partner Christian Oehner predominantly advises companies on restructurings and investments. Michael Lind provides transactional advice to foundations, trusts and HNWIs.

Praxisleiter:

Christian Oehner


Weitere Kernanwälte:

Michael Lind


Kernmandanten

W.A.C.M. Privatstiftung


TJNT Beteiligung GmbH


Founder of Dedicaid GmbH


JCL Logistics


Owner Miraculix Business Beteiligungs GmbH


Susi Tech


Highlight-Mandate


  • Advising W.A.C.M. Privatstiftung on the sale of Walter Mauser GmbH, an Austrian manufacturing company, via an auction sale process, including pre-deal structuring.
  • Advising TJNT Beteiligung on the sale of a majority stake in ZZR Robotics,  an Austrian distribution and manufacturing company, to Italian Zuccetti.
  • Accompanied the exit of AI software developer Dedicaid GmbH to Telix Pharmaceuticals headquartered in Melbourne, Australia in cooperation with tax experts from PwC Austria as well as legal experts from PwC Australia.