Wealth & Asset Management
Wealth and asset management is a multifaceted process covering decisions on structuring, managing and carrying into the future the value created over time. Company partnerships, investments, family businesses, capital structures and personal assets require the joint assessment of many interconnected legal, commercial and financial elements.
Celbek Law & Consultancy advises individuals, families, entrepreneurs and investors on their wealth-management needs. The institutionalisation of family businesses, the arrangement of partnership relations, investment and capital structuring, the intergenerational transfer of assets and family governance processes are addressed with regard to each client’s objectives, priorities and life plans.
Accumulated wealth often consists of more than economic value. Experience gained over the years, business relationships built, companies developed and effort passed down across generations are also important parts of this structure. We therefore conduct our work with an approach that assesses both the present needs and future plans tied to our clients’ value, aiming to bring a strong commercial perspective alongside the legal one to decision-making.
Scope of Our Services
- Wealth and asset planning
- Advisory for family businesses
- Establishing and restructuring partnership structures
- Legal support for capital and investment structuring
- Family constitutions and governance processes
- Intergenerational transfer and succession planning
- Inheritance and succession processes
- Establishing foundations, companies and other asset-management vehicles
Related practice areas

