The advisory focus of Dr Jens Kleinert, partner of Osborne Clarke, is on anticipated succession, i.e. the optimization of inheritance and gift tax, as well as the optimization of tax on earnings truly deserving that name particularly using investment funds. 

Ultra High net worth individuals, so-called UHNWIs, as well as frequently their companies are the typical clients of Jens as far as tax law is concerned. He cultivates a vast network with the persons in charge of such clients at banks and family offices. The close dovetailing with the practice guarantees him an up-to-date and extensive overview of the needs and concerns of the clients.    

A source says: "He is a technical guy" and "very, very good," and another interviewee supports this, adding: "He is very tax-technical." Other than advising clients on tax-related matters, Kleinert also has expertise dealing with complex restructuring matters, business succession and estate planning. One market insider says: "He is a smart guy, a down-to-earth guy. Clients love him."


Helping you succeed in tomorrow's world

Quite deliberately I have never rendered advice to clients by means of so-called run-the-mill standard solutions. My approach was, still is and will always be to look for tailor-made tax solutions that meet present and future requirements and to implement them as well. For me, nothing is worse than rendering advice without creative approach. This is like a car without wheels: It simply does not run. I always aim at trying to get to the bottom of all that seems to be irrevocably "set" as specifications or else is [regarded as] impossible: Much that seems to be impossible ex ante as regards structuring turns out to be perfectly feasible as a result of such an approach. 


Presentations and publications >


CTS Eventim AG & Co. KGaA, München / Bremen

Rendering of advice to the CEO/majority shareholder of CTS Eventim AG & Co. KG, Mr Klaus-Peter Schulenberg, on the tax-optimized transfer of his 50.2% share to a private benefit family foundation with the BaFin (Federal Financial Supervisory Authority) granting exemption from the [requirement of the] so-called compulsory and takeover offer as defined by Sec 37 WpÜG (German Securities Acquisition and Takeover Act); setting up of a family office structure. Value of the transaction: EUR 1.7bn.  

Kompernass Handelsgruppe, Bochum

Rendering of advice to the company founder on the anticipated succession and the transfer of a part of his share to a descendant. Value of the transaction: EUR 300m.

High net worth owner of old-age residences, Berlin

Setting up of a structure for the income tax-optimized sale of a part of the group for the purpose of the real estate transfer tax-neutral restructuring of the remainder of the group as well as the gift tax-optimized transfer of the assets to the succeeding generation. Value of the transaction: EUR 100m. 

High net worth merchant, Hamburg

Rendering of advice on the optimization of gift tax by establishing a German KGaA [partnership limited by shares] as a joint venture between donor and donee for the purpose of the tax-free transfer of a double-digit million amount from father to son. Value of the transaction: EUR 100m


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