EVENTS
Information about INFOB lectures and events in the areas of tax & law, succession management and family office consulting can be found in the section below as an expression of our well-founded consulting approach. If you have any further questions about current lectures and other publications, please do not hesitate to contact us.
PAST AND
FUTURE EVENTS
The tax preparation, structuring and support of company and asset successions is complex and multi-faceted. With our recognized expertise in tax and law, we provide you, as the asset owner, with the best possible advice and support.
Private Wealth Excellence Forum on November 10, 2025
8th Annual Family Office Conference from 18-19 September 2025
On 19 September, Sergej Müller and Florian Mack will give a highly interesting lecture on the topic of international mobility of extended families
We look forward to seeing you!
Prof. Dr. Swen Bäuml and the INFOB team
P5 THE PROPERTY CONGRESS MEETS FESTIVAL June 12-13, 2025 – INFOB Group is there!
We are delighted to be a speaker at Germany’s largest real estate conference in Frankfurt! Prof. Dr. Swen Bäuml and Nicole Schreiber, together with LLB Banking, will be giving a masterclass on the topic:
“When stones shake – When family wealth and real estate need structure”
CEO/Founder Prof. Dr. Swen Bäuml and Managing Partner Nicole Schreiber will speak about highly topical issues:
– Liechtenstein as a wealth location and ‘Safe Harbour’
– Outlook on possible tax changes for property owners
– Structures for wealth preservation across generations
– Scenario thinking – Approaches to solutions
If you want to be there, we’d be happy to share your personal €50 discount code: P5Bäuml or P5Schreiber . Click here for tickets .
We look forward to seeing you!
Prof. Dr. Swen Bäuml and Nicole Schreiber
The Certified Family Officer (FvF) program begins on May 14, 2025, in Stuttgart and September 10, 2025, in Frankfurt (Academic Director + Lecture by Prof. Dr. Swen Bäuml and lectures by Nicole Schreiber, LL.M., and Sergej Müller, StB.)
LLB Xpert Views Round Table Munich “Opportunities for international asset structuring and succession planning” (StBin Nicole Schreiber, LL.M. and Dietmar Arzner, LL.M.) on December 5, 2024
The INFOB Family Office is one of the best family offices in the German-speaking region: Prof. Dr. Swen Bäuml and Katja Bäuml will accept the award from the editorial team of Elite Report/Handelsblatt on November 27, 2024 in Salzburg
Web seminar "Current taxation issues of family businesses" (Prof. Dr. Swen Bäuml with the Nuremberg Chamber of Tax Consultants) on November 26, 2024
CEO & Investors Dinner Munich “Sustainable wealth creation and asset protection across generations: The potential of establishing a family foundation in Liechtenstein” (Dietmar Arzner, LL.M. with LGT Private Banking & Drakestar) on November 21, 2024
CEO & Investors Dinner Hamburg “Sustainable wealth creation and asset protection across generations: The potential of establishing a family foundation in Liechtenstein” (Dietmar Arzner, LL.M. with LGT Private Banking & Drakestar) on November 14, 2024
Study course "Certified Family Officer (FvF)" in Munich Module 1 on November 13th and 14th, 2024, Module 2 on December 5th-7th, 2024, Module 3 on January 15th-17th, 2025, Module 4 on February 5th-8th, 2025 and Module 5 on February 27th-March 1st, 2025 (Academic management + lecture by Prof. Dr. Swen Bäuml and lectures by StBin Nicole Schreiber, LL.M, StB Sergej Müller and Dietmar Arzner, LL.M.)
'Family Office Kompakt' - online web seminar series with Prof. Dr. Swen Bäuml, StBin Nicole Schreiber LL.M., StB Sergej Müller and Dietmar Arzner, LL.M. in 5 modules (October 29, 2024, November 8, 2024, November 12, 2024, November 22, 2024, November 16, 2024)
Annual Conference FAMILY OFFICE 2024 on 19 + 20 September 2024 at the Petersberg near Bonn with Prof. Dr. Swen Bäuml
Web seminar "Business split in tax advisory practice" (tax advisor Sergej Müller with the Nuremberg Chamber of Tax Advisors) on July 17, 2024
Web seminar "Succession Management" (Prof. Dr. Swen Bäuml with the Nuremberg Chamber of Tax Consultants) on June 25, 2024
Day seminar "Asset succession in family businesses" (Prof. Dr. Swen Bäuml with DVVS eV) in Dreieich on May 14, 2024
CEO & Investors Dinner Berlin “Sustainable wealth creation and asset protection across generations: The potential of establishing a family foundation in Liechtenstein” (Dietmar Arzner, LL.M. with LGT Private Banking & Drakestar) on April 25, 2024
Web seminar "Current developments in inheritance and gift tax law" (Prof. Dr. Swen Bäuml with the Nuremberg Chamber of Tax Consultants) on April 18, 2024
'Family Office Compact' - online web seminar series with Prof. Dr. Swen Bäuml, StBin Nicole Schreiber LL.M., StB Sergej Müller and Dietmar Arzner, LL.M. in 5 modules (April 16, 2024, April 23, 2024, April 30, 2024, May 7, 2024, May 14, 2024)
Web seminar "Asset Protection in Difficult Times: Family Assets, Companies and Taxes" (Prof. Dr. Swen Bäuml with Network of Financial and Inheritance Planners eV) on November 29, 2023
Web seminar "Asset management companies: Practical application and design options for asset management partnerships and companies as well as foundations" (StB Sergej Müller with nwb-Akademie) on November 24, 2023
Web seminar "Wealth Taxation & Asset Protection" (Prof. Dr. Swen Bäuml with the Nuremberg Chamber of Tax Consultants) on November 14, 2023
'Family Office Kompakt' - online web seminar series with Prof. Dr. Swen Bäuml, StBin Nicole Schreiber LL.M. and StB Sergej Müller in 5 modules (October 4, 2023, October 9, 2023, October 18, 2023, November 2, 2023, November 8, 2023)
24th practitioner workshop for tax consultants and network partners of the DVVS eV "Counter-financing the "turning point": What is in store for us? How are medium-sized entrepreneurial families positioning themselves?" with Prof. Dr. Swen Bäuml on September 25, 2023 in Dreieich
Annual Conference FAMILY OFFICE 2023 on 21 + 22 September 2023 at the Petersberg near Bonn with Prof. Dr. Swen Bäuml
Web seminar "Current developments in inheritance and gift tax for private and business assets" (Prof. Dr. Swen Bäuml and tax advisor Sergej Müller with the Nuremberg Chamber of Tax Consultants) on September 19, 2023
Study course "Certified Family Officer (FvF)" in Stuttgart Module 1 on 13 + 14 September 2023, Module 2 on 28 - 30 September 2023, Module 3 on 19 - 21 October 2023, Module 4 on 22 - 25 November 2023 (Academic management + lecture by Prof. Dr. Swen Bäuml and lectures by StBin Nicole Schreiber LL.M and StB Sergej Müller)
Study program "Family Office & Strategic Philanthropy" at the University of Lucerne from September 8th - November 17th, 2023 in 9 modules (co-initiator and main lecturer Prof. Dr. Swen Bäuml as well as lectures by StBin Nicole Schreiber LL.M and StB Sergej Müller)
Web seminar "The modernization of partnership law - implications of the MoPeG on the taxation of partnerships" (Prof. Dr. Swen Bäuml and tax advisor Sergej Müller with DWS Medien) on July 5, 2023
Web seminar "Succession management with the St. Gallen succession model" (Prof. Dr. Swen Bäuml with the Nuremberg Chamber of Tax Consultants) on May 23, 2023
Family Office Day 2023 in Berlin with Prof. Dr. Swen Bäuml and StB Sergej Müller on 9 May 2023
'Family Office Kompakt' - online web seminar series with Prof. Dr. Swen Bäuml, StBin Nicole Schreiber LL.M. and StB Sergej Müller in 5 modules (April 18, 2023, April 25, 2023, May 2, 2023, May 16, 2023, May 23, 2023)
Study course "Certified Family Officer (FvF)" in Munich Module 1 on 17 + 18 November 2022, Module 2 on 08 + 09 December 2022, Module 4 on 02 - 04 February 2023 (Academic management + lecture by Prof. Dr. Swen Bäuml)
Web seminar "Wealth tax & Co.: Legal measures, evasive reactions, moving away" (Prof. Dr. Swen Bäuml and tax advisor Sergej Müller with the Nuremberg Chamber of Tax Consultants) on November 10, 2022
53rd Annual Working Conference of the Baden-Württemberg Chamber of Tax Consultants "Law and Taxation of Family Businesses 2022" in Baden-Baden with Prof. Dr. Swen Bäuml on October 18, 2022
Study course "Certified Family Officer (FvF)" in Düsseldorf Module 1 on 22 + 23 September 2022, Module 2 on 29 September - 1 October 2022, Module 4 on 22 - 25 November 2022 (Academic management + lecture by Prof. Dr. Swen Bäuml)
'Family Office Kompakt' - online web seminar series with Prof. Dr. Swen Bäuml and StBin Nicole Schreiber LL.M. in 5 modules (October 4, 2022, October 10, 2022, October 26, 2022, November 8, 2022, November 15, 2022)
Web seminar "Inheritance tax changes and opportunities in the Corona crisis" (Prof. Dr. Swen Bäuml with the Nuremberg Chamber of Tax Consultants) on September 20, 2022
Annual Conference FAMILY OFFICE 2022 on 15+16 September 2022 at Krickenbeck Castle near Düsseldorf with lectures by StBin Nicole Schreiber LL.M., StB Prof. Dr. Swen Bäuml and StB Sergej Müller
Web seminar "Succession management and processes in entrepreneurial families" (Prof. Dr. Bäuml with the Nuremberg Chamber of Tax Consultants) on May 25, 2022
18th STEP Germany Conference "International Asset Succession" in Frankfurt am Main with Prof. Dr. Bäuml on May 20, 2022
Certified Family Officer (FvF) course in Hamburg (Academic Director + Lecture by Prof. Dr. Swen Bäuml) in spring 2022
Family Office Day 2022 in Leipzig with Prof. Dr. Swen Bäuml, StBin Nicole Schreiber LL.M. and StB Sergej Müller on 17 May 2022
Web seminar "Focus points of tax group" (Prof. Dr. Bäuml with the Nuremberg Chamber of Tax Consultants) on April 26, 2022
'Family Office Kompakt' - online web seminar series with Prof. Dr. Swen Bäuml and StBin Nicole Schreiber LL.M. in 5 modules (04.04.2022, 12.04.2022, 26.04.2022, 04.05.2022, 10.05.2022)
Web seminar “Valuation in inheritance and gift tax law” (Prof. Dr. Bäuml with the Nuremberg Chamber of Tax Consultants) on March 24, 2022
INFOB ACADEMY: ‘Opinion Forum Finance’ – ONLINE – on ‘Digitalization, RoboAdvise, Bitcoin & Co.’ with keynote speeches by Hajo von Wirth, Olaf Brandenburg and Prof. Dr. Swen Bäuml
'Family Office Kompakt' - online web seminar series with Prof. Dr. Swen Bäuml and StBin Nicole Schreiber LL.M. in 5 modules (October 5, 2021, October 12, 2021, October 26, 2021, November 2, 2021, November 9, 2021)
StBin Nicole Schreiber LL.M., RAin Katja Bäuml & Dr. Frank Halter and StB Prof. Dr. Swen Bäuml with lectures at the 'Annual Conference FAMILY OFFICE 2021' on 23/24.09.2021 in Kloster Eberbach
Web seminar "Family Office Module 2" (StB Nicole Schreiber LL.M., INFOB Academy & Fachseminare von Fürstenberg FvF) on April 20, 2021
Web seminar "Asset management partnerships in tax law" (Prof. Dr. Bäuml with the Chamber of Tax Consultants of Southern Baden) on April 14, 2021
Web seminar “Family Office Module 1” (Prof. Dr. Bäuml with specialist seminars from Fürstenberg FvF) on April 13, 2021
Web seminar "Succession Management" (Prof. Dr. Bäuml with the Nuremberg Chamber of Tax Consultants) on March 16, 2021
Web seminar "Notification obligation for cross-border tax arrangements" (Prof. Dr. Bäuml with the Chamber of Tax Consultants in Southern Baden) on 17 February 2021
Web seminar "Wealth tax, wealth levy & Co." (Prof. Dr. Bäuml with the Nuremberg Chamber of Tax Consultants) on February 11, 2021
Web seminar "Organschaft" (Prof. Dr. Bäuml with the Nuremberg Chamber of Tax Consultants) on 25 January 2021
INTES – Academy with Prof. Dr. Bäuml “Single Family Office” (day seminar) on December 3, 2020
Certified Family Officer (FvF) course in Düsseldorf on 26 + 27 November 2020 (Academic management + lecture by Prof. Dr. Swen Bäuml)
Web seminar "Organschaft" (Prof. Dr. Bäuml with the Chamber of Tax Consultants in Southern Baden) on 24 November 2020
Web seminar "Notification obligation for cross-border tax arrangements" (Prof. Dr. Bäuml with the Chamber of Tax Consultants of Southern Baden) on 19 November 2020
Web seminar "NWB Seminar Organschaft" (Prof. Dr. Bäuml with NWB Academy) on 17 November 2020
Web seminar "Current case law on inheritance and gift tax in private and business assets" (Prof. Dr. Bäuml with the Nuremberg Chamber of Tax Consultants) on 16 November 2020
Web seminar "Inheritance tax changes and opportunities in the Corona crisis" (Prof. Dr. Bäuml with the Nuremberg Chamber of Tax Consultants) on 10 November 2020
Web seminar "Housing companies special in inheritance tax law" (Prof. Dr. Bäuml with the Nuremberg Chamber of Tax Consultants) on 3 November 2020
Full-day seminar "Corporate and asset succession in tax law" in Freiburg and Villingen-Schwenningen on 6 + 7 October 2020 (Prof. Dr. Bäuml with the Chamber of Tax Consultants in Southern Baden)
Certified Family Officer (FvF) course in Düsseldorf on 1 + 2 October 2020 (Academic management + lecture by Prof. Dr. Swen Bäuml)
Annual Family Office Conference 2020 on 24 + 25 September 2020: Chair and lecture by Prof. Dr. Bäuml on “Turbulent times: wealth tax, wealth levy and stricter inheritance tax”
Study course 'Certified Family Officer' (FvF) on 3 + 4 September 2020: Academic Director Prof. Dr. Bäuml; start of the first of five modules
12th Annual Conference on Inheritance Law of the German Lawyers’ Institute (DAI) on 28 + 29 August 2020: Lecture by Prof. Dr. Bäuml on “Current developments and case law on inheritance tax law”
9th PLATOWFORUM Family Office on 26 August 2020: Lecture by Prof. Dr. Bäuml on “Current legal and tax planning options for family offices and private wealthy individuals”
