Private wealth and tax

We will advise you on all issues related to the issues of private wealth and tax. Our range of services is multifaceted. For example, we will assist you to optimize the ratio between private wealth and operating assets or to structure the transfer of wealth to your heirs.

Our consulting approach is strategic and holistic to do justice to the frequently complex relationships between private wealth and the company's assets. In order to exhaust the potential structures, our team of expert tax advisors, asset managers, lawyers and auditors will advise you on your personal tax and investment strategy.

Our services at a glance:

• Planning and optimizing private assets from a tax perspective
• Optimizing the ratio between private wealth and company assets
• Selecting the best legal form for the existing assets
• Advising on investment models, e.g. private equity, venture capital, closed real estate funds, and other investment funds
• Reviewing the potential for optimizing portfolios of securities, real estate, shareholdings, and insurance
• Appraising financial innovations
• Accompanying the development of investment strategies and concepts from a tax perspective
• Analyzing investment funds and insurance policies
• Presentation of (special) mutual fund structures optimized for tax
• Tax planning for the financing of real estate
• Advising on the acquisition of real estate in Germany and abroad
• Structuring and accompanying the transfer of asset to heirs
• Setting up family holdings, trusts and caring for family-owned companies with a minimum tax impact