High-Net-Worth Private Clients
Apart from personal wishes, customized asset investment focuses not only on maximizing income, but also on numerous tax aspects. Questions to be considered here include income tax and possibly soon wealth tax. If assets are transferred to the next generation, inheritance and gift tax matters also can’t be neglected. Finally, proper tax returns are highly important – because the tax administration is currently looking more closely at high-net-worth individuals, and is entitled to conduct tax audits.
It's a good idea to have an advisor at your side to keep an eye on all these questions. We can advise you in everything to do with assets and taxes. We offer a broad range of services, and help you structure your assets in the best possible way, or to arrange to transfer them to the next generation.
Our consulting approach is strategic and holistic, to take proper account of the frequently complex property situations in business and private spheres. To make the most of all options, an expert team of tax advisors, attorneys, accountants, and auditors will develop your own personal tax and investment concept.
Our services at a glance
- Asset planning and optimization for taxes
- Optimizing relationships between private and business assets
- Selecting the best legal form for assets
- Advising on investment models, such as private equity, venture capital, closed-end real estate funds and other investment funds
- Reviewing potential for optimization of securities, real estate, equity ownerships and insurance
- Expert evaluation of financial innovations
- Tax assistance in developing investment strategies and concepts
- Analysis of investment funds and insurance investments
- Preparing tax-optimized (special) fund models
- Tax planning when financing real estate
- Advising on real estate acquisitions in Germany and abroad
- Advising on succession