Private Clients | Baker Tilly

Whether they are private individuals, entrepreneurs or top earners, wealthy private clients rely on our advice to build up and expand their assets and develop them over generations.

Our experts offer interdisciplinary advice and solutions from a single source – creatively and reliably, tailored to each specific situation, with consideration of the personal and family characteristics and with a view to the future. We accompany the legally reliable and fiscally efficient implementation.

We provide you with comprehensive advice on your tax and legal affairs – tailored to your personal needs and goals. Whether you need ongoing advice or advice on specific structuring issues, we will develop the right solution for you in order to avoid, wherever possible, any taxes right from the start, and offer you a comprehensive range of consulting services from a single source. This is not limited to forward-looking and reliable tax and legal advice. We also take care of your ongoing tax returns and make the best possible use of your options and discretionary scope. Where necessary, we enforce your rights in relation to the tax authorities and before the tax courts.

Our services in the field of Private Clients

Wealth

Tax and legal investment consulting
Tax structuring for luxury assets
Family office services
Asset controlling

Taxes

Tax structuring
Tax declaration as well as subsequent declaration and voluntary self-disclosures
Capital investment taxation
Support during tax audits
Fiscal court proceedings
Family taxation
Marriage contracts
Healthcare proxies and living wills
Family constitutions and family strategy

Succession

Gifts and inheritance
Inheritance tax planning
Settlement of inheritance cases and execution of wills
Legal representation in inheritance proceedings and inheritance certificate procedures

Foundations

Drafting of the foundation concept and selection of the adequate type of foundation
Advice on special aspects of inheritance, tax and foundation law
Drafting of foundation business and foundation statutes
Handling of asset transfers
Ongoing tax and legal advice (incl. structuring advice)
Advice on non-profit law (problems in connection with the use of funds, fundraising, etc.)
Investment of assets in the delicate balance between capital market and non-profit law
Support during tax audits
Conversion of cash-basis accounting/capital accounting to accounting under commercial law
Preparation of board meetings and implementation of resolutions
Support in questions of foundation supervision

International