Plan succession strategically — transfer assets securely.
Hansen & Heinrich supports you with experience, vision and individual solutions in inheritance and business succession. For safety across generations.
Preserve heritage, secure values, make companies fit for the future.
The generational transition of an asset or company is a complex process that requires strategic planning and forward-looking decisions. But this important issue is often postponed — with potentially serious consequences for heirs, companies and business partners.
Hansen & Heinrich has been advising entrepreneurs and wealthy individuals on all aspects of asset structuring and estate planning for over two decades. Our approach is holistic: We analyse your individual financial circumstances, develop tailor-made concepts for testamentary succession and ensure that your assets are retained over generations. In doing so, we work closely with tax advisors, lawyers and notaries to create legally secure and economically viable solutions. *
Our goal is to bring structure and security to your estate planning — whether by drawing up a clear will, drafting taxes, or implementing long-term wealth strategies for your family and company. Rely on experience, expertise and individual advice — for an orderly estate that meets your values and wishes.
Timon Heinrich in an interview:
Only every fourth person writes a will.
Only every fourth German settles his estate and writes a will, for example. As a result, the content of the last will for the surviving dependants often remains unclear. And when there is a will, there are often mistakes. So how can wealth be passed on wisely? Watch Andreas Franik's interview with our CEO and founder Timon Heinrich on YouTube — recorded on V-Bank's wealth day in Munich.
What would happen if you hadn't woken up this morning?
An unpleasant question that hardly anyone likes to ask themselves — but it is precisely this reality that needs to be thought through at an early stage. What is happening with your company? Is your family covered? Is there a clear regulation for your assets? And can your heirs easily pay the inheritance tax?
In our many years of experience, we see time and again that missing or unclear regulations lead to serious financial and emotional challenges. Unstructured communities of heirs can block decisions, while illiquid assets such as real estate or company shares lead to liquidity bottlenecks in crisis situations. There is often a lack of legally secure documents such as wills, powers of attorney or health care directives to smoothly regulate the estate.
With our strategic financial planning, we help you set the right course — before it's too late. Through a detailed scenario analysis, we identify potential risks and develop an individual strategy for your estate. In this way, you can ensure that your assets are managed and passed on exactly as you wish — and that your relatives or business partners remain able to act in any situation.
Our services for you
Our individual asset management goes far beyond traditional investment advice. We offer you tailor-made financial management that takes into account your entire financial situation — from securities and real estate to insurance and investments.
With our financial planning and private secretarial services, we take care of the consolidated recording of your accounts, coordinate your financial correspondence and support you in strategic asset management. In doing so, we act independently, exclusively in your interest and with a clear focus on safety, substance and foresight.
Our services also include recording and managing your insurance policies, assistance with real estate projects and integrating your corporate investments into your financial planning. A personal quarterly discussion ensures continuous transparency and adjustment to your life situation.
As a bank-independent asset manager, we are at your side as a trustworthy partner and enable you to make sustainable and well-founded financial decisions — for today and future generations.
Hansen and Heinrich assist entrepreneurs in strategically planning their succession. We develop individual concepts for a smooth transfer and ensure the continuation of the company through clear regulations on voting rights and ownership. We also avoid liquidity bottlenecks by planning sufficient funds early on for accruing inheritance taxes. The structuring of investments and shares protects the entrepreneurial heritage and preserves the ability of the next generation to act. Our goal is to secure your company in the long term and to ensure its continued existence in the long term.
Hansen and Heinrich help you structure your assets over the long term in order to minimize risks at an early stage. Through a balanced asset allocation, we create a balance between illiquid and liquid assets. We also plan specifically for unforeseeable events such as illness or incapacity to ensure that you are able to act at any time. For heirs and successors, we offer comprehensive asset management and long-term investment strategies to successfully preserve and expand family wealth over generations.
Hansen and Heinrich offer you personal advice and tailor-made solutions based on many years of experience. We develop holistic financial planning that intelligently combines asset strategy and estate planning. Through regular reviews and adjustments, we ensure that your financial strategy can react flexibly to changing living conditions. Our discreet and trusting cooperation guarantees that your assets remain in safe hands at all times — for today and future generations.
That's what our clients say.
Hansen & Heinrich both supports wealth creation and is a sparring partner for entrepreneurs and founders, particularly in the areas of private and corporate pension provision and insurance issues.
Time relief through an interdisciplinary range of services - Hansen & Heinrich lives by the holistic care approach.
Our partnership with Erblotse.de
Hansen & Heinrich has established a collaboration with the online tool Erblotse.de. Here you will receive reliable support and comprehensive information on all important topics relating to inheritance and inheritance. These resources are provided by estate experts, lawyers, and tax advisors.
Quite excellent.
Your questions to us.
Do you have any questions about our services? We would also be happy to answer them for you personally.
At H&H, it all starts with getting to know each other personally — either at one of our four locations (Berlin, Frankfurt, Kempten, Düsseldorf) or directly at your location. Together, we evaluate your current situation and work on a strategy for your assets. During the entire process, you have a dedicated contact person who will support you over the long term.