Our multiply awarded entrepreneurial consulting approach, supported by an efficient global network, is only one of many reasons why wealthy individuals seek our advice. Our clients include high-net-worth entrepreneurs, families and individuals, single family offices as well as internationally and nationally outstanding persons.

Advising wealthy individuals requires an excellent understanding of the individual asset categories’ and framework conditions’ legal and tax particularities but also the capacity to provide, based on many years of experience, specific recommendations in order to achieve defined goals.

Our services in the area of inheritance and gift taxes

  • Analysis of the status quo and presentation of optimisation alternatives
  • Reporting and controlling of all liquid and illiquid assets
  • Tax and legal risk analyses of potential investments
  • Designing tax-optimised asset and company successions
  • Ensuring appropriate cross-border asset structuring
  • Residence and domicile planning
  • Drafting wills and inheritance contracts
  • Execution of wills
  • Asset protection
  • Relocation advice
Dominik Halbmeyer, LL.M.

Partner

German CPA, Certified Tax Advisor

Roland Hoven

Partner

Attorney-at-Law (Rechtsanwalt)

Dr. Marcel Lemmer

Partner

Attorney-at-Law (Rechtsanwalt), Certified Tax Advisor

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