Tax Advice for Private Clients

Holistic tax advice for Private Clients

People's lives are becoming increasingly global. Careers take one all over the world; at the same time, it is necessary to invest assets across all asset classes and across jurisdictions. Tax procedures may end careers as a result of their publicity.

We possess the necessary expertise in German and international tax law to meet the complex demands of your life and your family’s interests—regardless of the asset class or jurisdiction. Ideally, disputes with tax authorities are avoided from the outset. However, should they arise, we support you with our extensive experience in tax litigation, aiming for an efficient and favorable resolution.

Advice across all asset classes

Regardless of jurisdiction, it is necessary to invest assets as diversified as possible. We have experience with all asset classes:

• Securities: All types of (international) securities, in particular in the German tax classification and the use of losses
• Private Equity and Private Debt: In-depth knowledge of private equity and private debt funds, from loss utilization to tax deposit accounts to withholding taxes
• Precious Metals and Commodities: Precious metals such as gold or silver
• Crypto: Taxation of crypto assets — we advise you on the ideal tracking solution, tax exemption of profits and use of losses
• Special Topics: We are also aware of more specific topics, such as agricultural investments such as forestry in other countries in Germany and Europe

International advice for private individuals

We have many years of experience with international issues.

Our services:

• Classification: Classification and recording of international issues for German tax purposes
• Tax Returns: Illustration in the tax return and advice on double taxation agreements and crediting foreign tax
• Setup: Advice on setting up international structures, in particular in jurisdictions attractive to entrepreneurs (USA, United Arab Emirates, Cyprus, Italy, Switzerland, etc.)
• Exit tax: Advice on the so-called German “Wegzugssteuer” - from calculation to submission of necessary declarations
• Trusts and Foundations: Experience with typical international succession planning vehicles (e.g. Liechtenstein and Emirati family foundations or Anglo-American trusts)
• Network: Reliable relationships with and experience working with international consultants

Holdings | Family Offices

Wealthy individuals are faced with the choice of whether they want to hold their assets through a holding company or even establish a family office. This is not purely a tax issue - but we are happy to contribute our tax expertise to this decision-making process. We are familiar with current legal forms and also foreign jurisdictions (USA, UAE, UK, Switzerland, EU member states such as Cyprus).

Our services:

• Concept: Development of a concept with other consultants in which corporate and tax law are coordinated
• Founding: Tax support for incorporation in Germany or abroad
• Tax Compliance: Development of tax compliance systems

Tax Disputes and White Collar Defense

Tax disputes and criminal tax law proceedings have been the focus of public attention for years. Regardless of the presumption of innocence, these are a significant burden for the persons concerned and can end careers. Our approach is designed to prevent this from happening in the first place. If there is still a dispute or if criminal tax proceedings have even already been initiated, we will take care of the tax proceedings and, if necessary, work with your defense attorney to represent your interests:

• Representation: Representation in appeal and tax court proceedings before the tax office or the tax court or the Federal Fiscal Court
• Tax Audits: Supervision of tax audits
• Criminal tax law: Support in criminal tax proceedings through our tax expertise, in particular with international issues or complex tax issues
• Voluntary Self-Disclosure: Preparation of Self-Disclosures