Private Client Services
To preserve and increase assets that have been built up through one's own business or professional activity in the long term, comprehensive planning is required that must be legally and fiscally sound. There are additional tax aspects if the transfer of assets to a successor is to be as tax neutral as possible.
A customised concept with the appropriate expertise is required to take all legal and tax aspects into account, from asset development and management to transfer. The spectrum ranges from planning and legal organisation to succession planning. In addition, proper tax declarations must always be ensured, as the tax authorities are also authorised to carry out external audits in the private sector if threshold values are exceeded. The complexity increases further if the assets or the persons involved have an international connection and, in addition to the national requirements, the regulations of other countries must also be considered.
With RSM Ebner Stolz's multidisciplinary Private Client Services team, we offer comprehensive legal and tax advice from a single source on all issues relating to the structuring of private assets and succession planning. Our advisory services do not end at the borders. Through our RSM network, we also provide support in other countries with the same high level of professional expertise.
The focus of our Private Client Services team is on wealth holders who, for example, want to preserve family assets, manage and increase the income from their partnership or professional activity or use the profit realised from the sale of business assets for themselves and their family.
Our services at a glance
Organisation of the asset structure
- Selection of the optimal legal form for the existing assets
- Advice on risk-adequate asset structuring
- Tax asset optimisation (asset protection planning)
- Optimisation of the relationship between private and business assets
- Examination of optimisation potential for securities, real estate, shareholdings and insurance policies
- Tax support in the development of investment strategies and concepts
Asset structuring of different asset classes
- Tax planning for property financing
- Advice on real estate transactions in Germany and abroad (tax optimisation and legal support for asset and share deals)
- Analysing investment funds and insurance investments
- Advice on investment models, e.g. private equity, venture capital, closed end and other property funds
- Presentation of tax-optimised (special) fund models
Family business
- Relationship between family business and business family
- Advice on succession planning
- You can read more about this here
Family Office
- Support in setting up, structuring and providing ongoing advice to a family office
- Outsourcing the activities of a family office
- You can read more about this here
Tax advice
- Ongoing income tax support including international tax planning
- Support or takeover of the tax declaration, considering domestic and foreign tax and reporting obligations
- Support with external audits and legal disputes
Cross border taxation
- Advice on relocations from Germany to abroad and from abroad to Germany (including review of matters subject to exit taxation, optimisation of the asset structure to avoid exit taxation, assessment of the tax consequences of moving to or returning to Germany)
- Examination of withholding tax issues and any refund claims
Succession counselling
- Development and implementation of a succession concept considering legal and tax aspects in a German and international context
- Ongoing monitoring of taxable administrative assets (at group level) as an important indicator for the preferential treatment of business assets for inheritance tax purposes
- Tax valuation of business assets and other assets for inheritance tax purposes
- You can read more about tax succession planning here
- Personal "emergency kit" for legal, tax and economic capacity to act in situations of emergency (e.g. powers of attorney, living wills)
- You can find more information about our inheritance law advice here
- Advice on foundation solutions (see more here)
Asset transfers
- Advice on the legally and tax-optimised transfer of assets
- Restructuring consulting
- Support in the development and implementation of sales processes, including buyer search and process management, financial, tax and legal fact books (read more about this here), due diligence reviews (read more about this here) and legal advice and support in drafting contracts (read more about this here)
