Services
Strategy beyond
the tax return.
My focus is on strategic structuring, not on running the books. I help you protect, transfer and tax-optimise the assets your family or company holds in Germany.
Succession advisory (Nachfolgeberatung)
Preparing the next generation. I guide business successions and asset transfers strategically and tax-wise, from analysis through execution.
Most successions do not fail because of tax; they fail because of family dynamics. As a mediator between the generations I make sure the result is tax-efficient and carried by everyone involved.
- Business succession
- Asset transfer
- Generation planning
- Erbschaftsteuer optimisation (German inheritance tax, ErbStG)
- Family mediation
Inheritance law & Schenkungsteuer
Use Freibetraege (personal tax-free allowances under § 16 ErbStG), stagger gifts, shelter business assets. Forward planning can cut the tax bill by hundreds of thousands.
The ten-year window, Niessbrauch (usufruct, § 1030 BGB) reservations, Pflichtteil (statutory minimum share, § 2303 BGB) claims: tax law and inheritance law interact in non-obvious ways. I know both sides and find solutions that hold up legally and fiscally.
- Schenkung (lifetime gift, ErbStG) planning
- Optimise Freibetraege (§ 16 ErbStG)
- Business assets (§§ 13a/13b ErbStG)
- Pflichtteil claims
- Will drafting
Asset protection (Vermoegensschutz)
Building wealth is one thing. Protecting it is another. I review your structures and identify weak points before they turn into problems.
Asset protection is more than a Holding (German tax-optimised holding structure, § 8b KStG). It covers liability shielding, access security and the right structure for your specific situation. As a Certified Fraud Examiner (CFE) I bring a perspective most tax advisers do not.
- Structural review
- Liability shielding
- Asset protection
- Fraud prevention (CFE)
- Risk assessment
Holding & restructuring
Founding, designing and tax-optimising Familienstiftungen (German family foundations), Holding companies and corporate restructurings.
The right legal form is no end in itself. It has to fit your goals: tax optimisation, succession, liability protection or all together. I guide the full process, from concept to execution alongside the lawyers and notaries involved.
- Familienstiftung (German family foundation)
- Holding companies
- Conversions and reorganisations
- Tax-optimised structuring
- International tax law
Second Opinion (Zweite Meinung)
You already have a Steuerberater (German tax adviser) and want an independent view? That is exactly what I am here for. I complement, I do not replace.
Many of my clients come for a specific question: Is my succession plan optimal? Have I missed a tax risk? Are there better structuring options? I give you an honest, independent assessment.
- Independent assessment
- Structural review
- Tax risk evaluation
- Structure optimisation
Transparency
Fair fees
Flat fee
My advisory work is billed transparently and predictably on the basis of a flat fee. The amount reflects the asset volume and the complexity of your case. Guideline: 1 - 2 % of the relevant asset value.
No surprises
Before any work starts you receive a binding quote. No hourly timesheets, no hidden costs. The first consultation is free of charge and without obligation.
Unsure which
service fits?
We sort it out together. In the free first consultation I listen to your situation and tell you honestly how I can help, whether I am the right contact, and what it would cost.