References
Selected mandates.
Anonymised, but real. Each mandate (Mandat) is individual; these examples show the scale and structures I work in as a German tax adviser (Steuerberater).
The case summaries below are translated to English. Key German legal terms (Familienstiftung, Wegzugsbesteuerung, Vermögensübertragung, Holding) are kept as loan-words with a short bracket gloss, because the underlying mandates and structures are anchored in German tax law.
Asset transfer (Vermögensübertragung), married couple with two daughters
Family home and rental property, both still financed. Daughters with different views. Tax simulation, coordination with the bank. Result: a structured lifetime transfer.
2
Properties
Family home + rental
Succession
Focus
Lifetime transfer
Mediation
Method
Separate + joint talks
Physicians' GbR (German civil-law partnership) to an MVZ with 11 specialties
Three physicians in a GbR with personal liability. Strategic business plan, holding structures, wills and advance directives. The MVZ was later successfully sold.
11
Specialties
Specialties in the MVZ
Holding
Structure
One Holding per partner
Exit
Outcome
MVZ successfully sold
Family estate (Familienvermögen), EUR 11.6 million
Assets spread across various companies, chaotic structures. A moderated family process across several generations, restructuring and the installation of a foundation (Stiftung).
11,6M
Volume
Total family estate (EUR)
Stiftung
Structure
As binding framework
3
Gen.
Generations involved
IT entrepreneur, relocation abroad (Wegzug)
Stakes in several companies, assets of around EUR 4.2 million. Tax structuring before the relocation, a partner adviser at the new residence. Tax-office audit: no objections.
4,2M
Volume
Total assets (EUR)
DE/ES
Countries
Germany and Spain
FA ok
Outcome
Audit without objections
All cases are anonymised and where appropriate altered for client (Mandant) confidentiality. Details on request in a personal conversation.
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