Wealth Transfer

Wealth Transfer

Transition with vision.

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Every family is unique. So are our strategies.

At Kathrein Privatbank, we believe that a well-structured succession should happen sooner rather than later. In this sensitive matter, it is important to involve all parties early on to discuss the future and the appropriate course of action together, ideally gathered around the same table. This applies equally to both business and family assets.

With our many years of expertise, we understand how personal and emotional the topic of succession can be. We often accompany many of our clients throughout their lives, knowing their interests and needs, which allows us to provide personal, individualized, and objectively sound support.

So, start thinking about tomorrow today. We are here to support you!

 

Private asset and estate transition

Leave a lasting legacy.

Thoughts about private estate planning are often postponed. The motivation to deal with unpleasant questions and the complex nature of the matter is usually low. Understandable, but unfortunately, this often leads to even more difficult situations, including family discord. To ensure that your wealth is passed on according to your wishes, it is necessary to address this topic in a timely manner.

  • How can disputes among heirs be prevented?
  • To whom should the assets be transferred?
  • Should the assets be inherited or gifted?
  • Is the statutory inheritance sufficient, or is a will needed?
  • Are there philanthropic purposes that should be considered?

Business Succession

To keep family business in your best interest.

The topics of succession and wealth transfer are complex and emotional at the same time. And the more extensive the assets, the greater the questions that usually arise. To ensure that your wealth is passed on according to your wishes, it is necessary to address these topics in a timely manner. At Kathrein Family Consult, we tailor our approach to each situation and work with you to develop strategies and concepts that are right for you. In doing so, we discuss with you the following questions, among others:

  • When is the most suitable time for business succession?
  • Is it possible to divide inheritance and still preserve the business?
  • Does developing a Family Business Governance make sense to prevent family disputes?
  • What to do if there is no suitable successor?
  • Could a foundation solution be advisable?

Learn about the Kathrein Family Entrepreneur Day.

Together with the Association of Family Enterprises, Kathrein Privatbank hosts the Family Entrepreneur Day at G├Âttweig Abbey every year. The aim of this event is to engage with compelling topics that are informative and relevant for family businesses and foundation boards. Entrepreneurs, as well as international and national experts, are invited as speakers.

If you would like to receive invitations to our events for family businesses, please leave your contact information here.

 

Contact our specialists.

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Kathrein 0011

Mag. Clementine Michalek-Waldstein, StB & WP

HEAD OF KATHREIN FAMILY KONSULT

Languages: German, English

E-Mail: clementine.michalek-waldstein@kathrein.at

Phone.: +43/1/534 51-235

Clementine Michalek-Waldstein heads the Kathrein Family Konsult team.


She has more than 20 years of experience in tax consulting and auditing, most recently in an Upper Austrian industrial company and before that in a management position in a tax consulting and auditing firm in Vienna. In the course of her career, she has been responsible for providing comprehensive advice to foundations, family offices and wealthy private clients.


Clementine Michalek-Waldstein studied at the Vienna University of Economics and Business and at the HEC Paris and graduated as a tax consultant and auditor.

 

Weninger Heinrich

Dr. Heinrich Weninger, TEP

HEAD OF FOUNDATION OFFICE AND CORPORATE SERVICES

Languages: German, English

E-Mail: heinrich.weninger@kathrein.at

Phone.: +43/1/534 51-259