Experienced. Comprehensive. Precise.
As a specialised tax consultancy and law firm, we offer private individuals, entrepreneurial families, single family offices and foundations comprehensive support with our integrated consultancy approach. In addition to tax and legal disciplines, we also focus on all business and owner strategy parameters.
Structuring of assets and investments
Succession planning for companies and private assets
International families

Taxation of complex investment income
Declaration consulting
Advice for NPOs and family foundations
Structuring property assets
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Our team
Your team of consultants for integrated solutions from a single source. ➔
Structuring of assets and investments
- Tax and legal review of the optimal structure for all asset classes
- Tax and legal implementation of holding structures
- Drafting of contracts for family companies/family pools, contribution agreements and gift agreements
- Support in family court proceedings involving minors
- Obtaining binding information from and communicating with tax offices if required
- Preparation of the corresponding tax returns for the realised asset structure

Succession planning for companies and private assets
- Determination of the status quo and the resulting tax consequences
- Development of a tax-optimised succession concept – including the use of domestic and foreign foundations
- Drafting of the contract, including any necessary coordination with supervisory authorities (foundation supervisory authority, family courts, etc.)
- Obtaining binding information from the tax authorities
We are also happy to support you with the declaration of the implemented succession concept, in particular:
- Submission of any necessary notifications to the tax authorities
- Submission of necessary tax returns (e.g. declarations for valuation purposes, gift tax returns, etc.)
- Monitoring of subsequent blocking and retention periods

International families
- Avoidance of unbundling and exit taxation
- Advice on moving to or returning to Germany
- Assistance with cross-border marriage contracts and testamentary dispositions
- Support with investments abroad
- Establishment of foreign structures

Taxation of complex investment income
As part of tax reporting, we determine all tax-relevant income from capital assets and private sales transactions, even for highly complex assets. Tax reporting for private individuals includes, for example
- Statement of creditable capital gains tax
- Statement of foreign withholding tax
- Recognition of all foreign currency gains and losses
Tax reporting for business assets includes both the determination of profit under commercial law and the off-balance sheet determination of taxable income, e.g:
- Accounting report with all assets and liabilities
- Recognition of all income and expense components
- Partial exemption for investment income
- Tax deductible at source is differentiated by country.

Declaration consulting
As an experienced team in the field of tax compliance, we can support our clients in the preparation of tax returns and annual financial statements. This applies in particular to
- Wealthy private individuals
- Asset management companies
- Charitable foundation
- Family foundations
In addition to pure declaration consulting, our services also include
- Conducting objection and legal proceedings
- Support during tax audits
- The appraisal of capital investments from a tax perspective

Advice for NPOs and family foundations
- Charitable foundations
- Domestic and foreign family foundations
in all ongoing legal and tax issues. We are also happy to support you in setting up your foundation by
- Draft the foundation deed and foundation statutes (if necessary in co-operation with a foreign lawyer)
- Communicate with the foundation supervisory authority
- Take over the coordination with the tax office.

Structuring property assets
Property is an important asset class for our clients. The establishment, development and succession of a property portfolio must be planned sensitively and professionally. We are happy to support you in particular with
- The establishment of tax-optimised acquisition structures
- Establishment of family companies for the participation of future generations
- Structuring of residential property companies with inheritance tax benefits
- Tax-optimised acquisition of foreign holiday properties
Our advice also includes the preparation of property transfer tax notifications, including the associated declaration.