Wealth Structuring | Private Clients | Financing

We advise on the tax-optimized investment of large non-corporate assets, whether for own investments (through private label funds, specific investment companies or the development of real estate-focused portfolios) or in preparation for a tax-optimized transfer of assets to the next generation. Our clients include (ultra) high net worth individuals as well as entrepreneurs whose assets are not tied up in their businesses.

Our range of services includes in particular:

• Long-term consultancy for (entrepreneurial) families and UHNWI regarding allocation of assets with regard to tax law as well as family and inheritance law aspects
• Support for family offices
• Analysis of existing asset structures for tax optimization, in particular with regard to gift/inheritance tax
• Assisting with the acquisition of tax-privileged assets
• Advice on the establishment and administration of domestic and foreign foundations for a long-term preservation of family wealth
• Strategic advice for families and individual family members
• Advice on the structuring of liquid assets, e.g. through the establishment of fund structures
• Corporate succession and generational transfer, including matters of gift, inheritance and matrimonial property law
• Pool agreements