Asset and succession planning

A good investment strategy is geared toward tax frameworks as well as healthy returns. As consultants, therefore, we pursue a holistic approach attuned to your financial circumstances. Your personal advisor will design a bespoke, tax-optimised asset investment concept for you, if necessary with the assistance of our team of specialists consisting of certified tax advisors, lawyers and certified public auditors.

Not only do we keep a constant eye on your current tax situation, we also bear in mind the tax implications of upcoming generational transition.

Good succession planning is a challenge and a highly personal matter. Our long-standing experience in succession planning means that we have the requisite expertise and sensitivity to work with you in order to come up with the best possible solution for your business and your family.

Our services at a glance:

  • Asset structure analysis
  • Design of your personal investment concept with due regard for tax implications
  • Assistance in selecting the best possible legal form for existing assets
  • Tax planning
  • Development of succession planning concepts for private and corporate assets
  • Tax arrangements and supervision of asset transfer to the next generation
  • Assessment of private and corporate assets for tax purposes within the context of asset transfer
  • Tax declaration in cases of succession and gifts with optimal exercise of tax-related options