The globalization of families, the increasing complexity of tax conditions in times of low-return investment options, increased tax compliance requirements and open questions with regard to tax-saving property and corporate successions: High-net-worth individuals and entrepreneurs are regularly facing new challenges related with the protection of their assets.
Our multiply awarded entrepreneurial consulting approach, supported by an efficient global network, is only one of many reasons why wealthy individuals seek our advice. Our clients include high-net-worth entrepreneurs, families and individuals, single family offices as well as internationally and nationally outstanding persons.
Advising wealthy individuals requires an excellent understanding of the individual asset categories’ and framework conditions’ legal and tax particularities but also the capacity to provide, based on many years of experience, specific recommendations in order to achieve defined goals.
e Beratung vermögender Privatpersonen erfordert einerseits ein sehr gutes Verständnis der rechtlichen und steuerlichen Besonderheiten unterschiedlichster Vermögensarten und Rahmenbedingungen als auch die Fähigkeit, aufgrund langjähriger Erfahrungen konkrete Handlungsempfehlungen zur Erreichung gesetzter Ziele geben zu können.
Our services in the field of individuals / inheritance and gift tax
- Analysis of status quo and presentation of optimization alternatives
- Reporting and controlling of all liquid and illiquid assets
- Tax and legal risk analyses of potential investments
- Structuring of tax-optimized property and corporate successions
- Ensuring appropriate cross-border asset structuring
- Planning of domicile and place of residence
- Structuring of wills and contracts of inheritance
- Execution of wills
- Asset protection
- Relocation consulting
Partner Certified Tax Advisor, Consultant on company succession (Fachberaterin für Unternehmensnachfolge (DStV e. V.))