Assets and Taxes
The aim of strategic investments should always be to preserve assets, and to increase them where possible. The tax environment mustn’t be ignored in that effort. But even for companies, taxes are not a subject limited just to the operations level. They also affect the entrepreneurs or owners who back the company. Here it’s especially important to structure corporate and private assets in the best possible way for tax purposes.
To take due account of the frequently complex asset situations in business and the private sphere, we pursue a strategic, holistic approach to consulting, in which your contact person will develop your own personalized concept, if applicable in cooperation with an expert team of tax advisors, attorneys, accountants, and auditors. In addition to your current tax situation, we also keep an eye on the tax consequences when a change of generations takes place.
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 and equity interests in companies
- Tax assistance in developing investment strategies and concepts
- Analyzing investment funds
- Preparing tax-optimized (special) fund models
- Tax planning when financing real estate
- Consulting on real estate acquisitions
- Arranging and assisting transfers of assets to heirs
- Setting up tax-optimized family holding companies and assisting family businesses
