“Every family is unique. What matters most is understanding their story—and creating solutions that protect what matters most.”

Stefanie Wagner understands what truly motivates individuals and families, and translates that understanding into tailored solutions. She combines deep legal and tax expertise with creative concepts that she develops together with her team at Gräfe. Her goal: to provide advice that inspires, creates real value, and sets new standards.

• Tax, legal and strategic succession planning
• Steuerlich-rechtliche und strategische Nachfolgeplanung
• Gesellschaftsrecht
• Erbrecht
• (Internationale) Stiftungsstrukturierung
• Mergers & Acquisitions

• Munich Bar Association: 2008
• Munich Chamber of Tax Consultants: 2011

• Assisting entrepreneurial families with SFO, successors residing abroad, and, in some cases, operating companies in preparing emergency documents (business wills, powers of attorney, living wills), avoiding high inheritance tax burdens in the event of death through preventive testamentary arrangements, and planning and implementing structural measures
• Establishment of German family foundations as new holding companies and at the SFO level. Implementation of family-oriented corporate governance, including the gradual, tax-efficient transfer of shares in the operating company, also utilizing usufruct arrangements
• Support for several highly complex inheritance cases in an international context, involving in some cases minor heirs, contested succession or will execution, including subsequent structuring of the estate (consisting of cryptocurrency assets, a multi-billion-dollar conglomerate, or substantial real estate assets)
• Amendment of the articles of association and establishment of an advisory board structure in connection with the departure of the last shareholder from the management of a family business with a long tradition
• Establishment of Liechtenstein or Austrian foundation structures in the context of relocation or succession planning for foreign entrepreneurs
• Setting up a charitable foundation as one of several pillars of succession planning for complex asset structures
• Legal and tax support for numerous corporate transactions in the small- and the mid-cap segment (sell-side/buy-side), particularly for SFOs invested in direct equity investments, as well as for external succession planning (in some cases via joint ventures as a first step)

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Presentations‍

• Not Having a Will Doesn't Make You Any Younger, Finanzplaner Forum 2026
• Not Having a Will Doesn't Make You Any Younger – Packing an Emergency Dossier Instead of Inheriting Chaos, Family Office Forum 2026
• The Emergency Dossier – Because "We'll See" Is Not a Strategy, VEPD Conference 2026
• Emergency Kits for Individuals and Business Owners
• Case Study: Succession Planning, Kreston DACH Conference, 2023
• The Business Owner’s Emergency Kit, Association of German Women Entrepreneurs (VdU), 2022

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• Regensburger Tax Circle (registered association)

• Linklaters LLP, München
• O&R GmbH Rechtsanwaltsgesellschaft, München
• ZMP Zitzewitz Markowsky Nagel Wunsch & Partner Rechtsanwälte Wirtschaftsprüfer Steuerberater mbB
• gkn Gräfe Klümpen-Neusel Rechtsanwälte Steuerberater PartG mbB, München

• Hans Carossa Gymnasium Landshut, A-levels, 2000
• University of Regensburg, Dipl.-Jur. (Univ.), 2005
• Higher Regional Court of Nuremberg, Legal Assessor, 2007