Private Clients
A question of trust
You are looking for a trustworthy tax and legal advisor who understands your specific situation and approaches you pro-actively. Your questions involve succession issues and tax optimization of national and international investments or relocation abroad. You wish to correct mistakes made in the past or might be engaged in charitable activities.
You are faced with complex tax and civil law issues, often at international level. Any advice that does not adequately take into account your personal circumstances can result in a higher tax burden or even double taxation and hence impair your private wealth.
Any solution can, of course, only be as good as it considers your ideas for your family.
Our services for Private Clients
Succession concepts
- Development of succession concepts for your business and private assets
- Preparation and amendments of prenuptial, testamentary and company agreements as well as last wills
- Advisory services concerning inheritance and gift tax law both for national and international constellations
- Preparation of inheritance and gift tax returns
Tax-optimized asset and income arrangements
- Advice on structures for the protection of assets
(foundations, trusts, life insurance wrappers, private limited companies, etc.) - Tax consultancy before immigrating to or emigrating from Germany
- Development of investment schemes for domestic and cross-border real estate and capital investments
- Advice on minimizing the income tax burden when selling shares in companies and investing the liquid funds
- Consulting services concerning recurring and extraordinary income
(directors, senior executives, entrepreneurs, etc.) - Preparation of income tax returns
- Legal and fiscal support in voluntary disclosure proceedings
-
Assistance in your charitable activities
Our service approach
Our multidisciplinary team of experts advising wealthy Private Clients consists of experienced tax consultants and lawyers. For years they have been specializing in tax and legal concerns of wealthy private individuals both at national and international levels. Through an exchange of experience with our colleagues in the global WTS Alliance network we ensure that our recommendations always reflect the current legal situation. This is how we develop holistic and sustainable solutions for you.
It is of particular importance to us to provide individual advice and services to our clients with respect to these very personal matters. Therefore we will make a single contact person available to you.
Jointly, we will explore and create tailor-made solutions for you and your family.
