Private Clients
As a shareholder in a family business, as a majority or minority shareholder in a corporation or as a manager of your assets, there are numerous legal and tax issues in addition to questions of optimal investment and asset management. The complexity increases when assets are in an international context and therefore foreign legal requirements must also be considered or asset transfers are planned.
To fulfil all requirements, a holistic approach is required that takes all legal and tax aspects into account. This ensures that legal obligations in Germany but also in other countries, if the investments relate to foreign countries, are fully taken into account. Data collection and processing for the preparation of the required tax declarations in Germany and abroad is of central importance, as the tax authorities can check the accuracy of the information in external audits. This data can also be used as a basis for planned asset transfers or overall succession planning, whereby aspects of personal planning play a major role in addition to legal and tax issues.
RSM Ebner Stolz ensures such a holistic approach with a team of experts in the Private Clients division. Your contact person by RSM Ebner Stolz will keep an eye on all your concerns regarding your investments and your assets and, if necessary, consult experts on legal, regulatory, business or tax issues - including from our RSM network in the respective countries in the case of foreign matters. This not only ensures legal compliance, but also proactively optimises asset structuring.
Our services at a glance
- Private Client Services
- Organisation of the asset structure
- Asset structuring of different asset classes
- Asset controlling
- Tax advice for shareholders and investors in a national and international context
- Succession planning
- Asset transfers
- Family Offices
