POELLATH
High Net Worth Guide 2025
POELLATH
www.pplaw.comEmail address
[email protected]Contact number
+49 89 24 24 0228Share profile
About
POELLATH is a market-leading, international business and tax law firm with more than 180 lawyers and tax advisors in Germany. POELLATH stands for high-end transactional and asset management advice. The firm offers legal and tax advice from one source.
POELLATH offers specialized legal and tax advice only in selected areas of work – but in these areas the firm offers comprehensive service. With a service mentality of the highest order, the firm offers full service in all our practice groups. The firm is renowned for its speed and unrestricted availability.
POELLATH supports its clients in a variety of ways, e.g. in all aspects of organizing a family office. The firm acts as service provider – so clients can concentrate on their business.
National and international rankings regularly list POELLATH professionals as leading experts in their fields.
Mergers & Acquisitions, Private Equity, Venture Capital, Employment Law
Corporate and Capital Market
Litigation and Arbitration
Private Funds
Real Estate, Finance
IP/IT, Distribution and Antitrust Law
Tax
Private Clients, Foundations and Non-Profit Organizations
POELLATH primarily advises entrepreneurial families, wealthy individuals and foundations, as well as foreign trusts, within the scope of long-term mandates. The relationship of trust built up over the years enables the firm to provide comprehensive, holistic advice that takes into account all of the client’s goals and interests.
POELLATH advises on structuring and tax optimization of the private and business assets of family entrepreneurs, especially with regard to all legal and tax issues in connection with company and asset succession.
POELLATH supports its clients with more than 25 proven experts. The private clients practice group always combines its comprehensive expertise with the practical knowledge of other POELLATH experts, especially in the areas of private equity, private funds, real estate and corporate law. Therefore, in transactions and investments clients benefit from excellent, seamless service in all areas of work. If required, the firm works together with nationally and internationally leading external specialists. In such cases, POELLATH’s independence means that clients are free to choose the external advisor they need or trust POELLATH’s recommendations.
The range of services covers the following areas:
- Family-owned Companies
- High-Net-Worth Individuals
- Asset Management
- Family Office Structuring
- Foundations and Trusts
- Succession
- Tax Planning / Structuring
- Marriage and Divorce
- Topics
- Inheritance Tax Law
- Dispute Resolution
- Art
- Family Governance
- Marriage and Inheritance Contracts
- Departure and Residency Taxation
Contact: Stephan Viskorf, Andreas Richter
Tel: +49 89 24240 490, +49 30 253 53 131
Email: [email protected], [email protected]
Ranked Offices
Provided by POELLATH
- MunichHofstatt 1 , Munich, Bavaria, Germany, 80331
- Web: www.pplaw.com
- Tel: +49 89 24 24 0228
- BerlinPotsdamer Platz 5, Berlin, Berlin, Germany, 10785Frankfurt am MainAn der Welle 3 , Frankfurt am Main, Hessen, Germany, 60322
Contributions
Latest contributions provided by POELLATH
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POELLATH rankings
Articles, highlights and press releases
6 items provided by POELLATH
Good news for German Founders and Beneficiaries of foreign Foundations and Trusts
On 3 December 2024, the Federal Fiscal Court ruled that the escape clause to avoid attribution taxation also applies to foundations and trusts in third countries like Switzerland, strengthening capital freedom and legal certainty for cross-border asset and succession planning.
FATCA and CRS reporting deadline ending on 31 July 2025; Updates for the 2025 reporting period
The FATCA and CRS data for the 2024 reporting period must be transmitted to the Federal Central Tax Office (BZSt) by July 31, 2025. The ELSTER portal (“My BOP”) including the ELMA mass data interface is expected to be available for the last time for this purpose.
ESMA report on the Eligible Assets Directive
On June 26, 2025, ESMA submitted its long-awaited final report on the revision of Directive 2007/16/EC (Eligible Assets Directive, “EAR”) to the European Commission. The Commission had tasked ESMA in June 2023 with reviewing the EAR and proposing potential amendments.
Publication of draft bill on the Fund Risk Limitation Act
On August 8, 2025, the draft “Fund Risk Limitation Act” (FRiG) was published. It aims to implement AIFMD II into German law, mainly through amendments to the Capital Investment Act (KAGB), marking a renewed legislative effort to meet EU requirements.
Government draft of a Location Promotion Act passed
On September 10, 2025, the Federal Cabinet adopted the draft “Location Promotion Act” to boost infrastructure, renewables, and venture capital. It includes changes to investment funds that increase legal certainty but also introduce additional tax burdens.
Decree of German Ministry of Finance on crypto assets–investors must act
On March 6, 2025, the German Federal Ministry of Finance (BMF) published a revised version of its guidance on the “income tax treatment of specific crypto-assets in Germany”. Our attached client information provides an overview of the key points of the new guidance.
Good news for German Founders and Beneficiaries of foreign Foundations and Trusts
On 3 December 2024, the Federal Fiscal Court ruled that the escape clause to avoid attribution taxation also applies to foundations and trusts in third countries like Switzerland, strengthening capital freedom and legal certainty for cross-border asset and succession planning.
FATCA and CRS reporting deadline ending on 31 July 2025; Updates for the 2025 reporting period
The FATCA and CRS data for the 2024 reporting period must be transmitted to the Federal Central Tax Office (BZSt) by July 31, 2025. The ELSTER portal (“My BOP”) including the ELMA mass data interface is expected to be available for the last time for this purpose.
ESMA report on the Eligible Assets Directive
On June 26, 2025, ESMA submitted its long-awaited final report on the revision of Directive 2007/16/EC (Eligible Assets Directive, “EAR”) to the European Commission. The Commission had tasked ESMA in June 2023 with reviewing the EAR and proposing potential amendments.
Publication of draft bill on the Fund Risk Limitation Act
On August 8, 2025, the draft “Fund Risk Limitation Act” (FRiG) was published. It aims to implement AIFMD II into German law, mainly through amendments to the Capital Investment Act (KAGB), marking a renewed legislative effort to meet EU requirements.
Government draft of a Location Promotion Act passed
On September 10, 2025, the Federal Cabinet adopted the draft “Location Promotion Act” to boost infrastructure, renewables, and venture capital. It includes changes to investment funds that increase legal certainty but also introduce additional tax burdens.
Decree of German Ministry of Finance on crypto assets–investors must act
On March 6, 2025, the German Federal Ministry of Finance (BMF) published a revised version of its guidance on the “income tax treatment of specific crypto-assets in Germany”. Our attached client information provides an overview of the key points of the new guidance.