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

  • Foreign matters
  • Foundations and trusts
  • Relocation advice

Further interdisciplinary services are available on the page of our Competence Center Private Clients.

 Roland  Hoven

Roland Hoven
Partner
Attorney-at-Law (Rechtsanwalt)

 Martin  Maurer

Martin Maurer
Partner
Attorney-at-Law (Rechtsanwalt), Certified Tax Advisor

Baker Tilly International Legal Network

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