Wealth that stays in the family
Digital tax advisory forPrivate Clients &Family OfficesPrivate Clients & Family Offices
Income, inheritance and gift tax, succession and wealth transfers, cross-border matters, handled discreetly, ahead of time and structured for the best tax outcome. Together we build the structures that save tax.
Shape your wealth, secure the succession
Succession optimised for inheritance and gift tax, clear structures for wealth that has grown over time, cross-border matters: the topics you don't leave to chance.
Succession & gifts
Hand over early and strategically, without losing control
Many know they should transfer early for tax reasons and still hesitate. Out of worry about losing control or not being provided for in the end. That's exactly what these structures are for, and together we find the best solution for your situation.
- Usufruct: income keeps flowing to you
- Transfer against a pension or a recurring charge
- Keep voting rights and management control
- Use allowances: €400,000 per child, renewed every ten years
- Family home: up to 100% free of gift tax
Wealth & company structure
From tangle to clear structure
A GmbH founded here, a stake added there, and over the years a web forms that is hard to handle and that costs unnecessary tax. We reorder it: holding company, real estate company, clean shareholding structures. With conversions and contributions, delivered through advice at the highest level.
- Set up holding structures tax-neutrally
- Conversion, share swap, spin-off
- Privileged business assets: 85–100% relief
Cross-border matters
Wealth knows no borders, and we help here too
A property in Switzerland, a portfolio in Luxembourg, a stake in the US: as soon as wealth sits abroad, the Foreign Tax Act and double taxation treaties come into play. We take responsibility for the German side and bring in local expertise through our partner network.
- Foreign Tax Act & double taxation treaties: our core
- Partner firms in Switzerland, Luxembourg, the US and Cyprus, among others
- One point of contact for everything
Services at a glance
What we structure for you
Structuring advice means: we don't wait for the tax return, we build the structures that save tax before the facts are set.
- Succession advisory
- Anticipated succession, gifts & inheritance, passed on to the next generation tax-optimised
- Wealth transfer
- e.g. real estate, business assets or company shares, possibly against usufruct, pension or a recurring charge
- Restructuring
- Holding structures, conversions, share swaps, spin-offs
- International tax law
- Foreign Tax Act, double taxation treaties and partner firms abroad
- Private tax returns
- Income, inheritance and gift tax, prepared carefully and on time
- Opinions & second opinions
- We prepare results the way you need them
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Head of Tax, Vantoya
Let's structure your wealth
Tell us briefly what it's about, and we'll show you what's possible for tax.
How we work
Fully digital, for your best outcome
At this level, what counts isn't filling in forms but the structure behind them: proactive, discreet and with legal support from a single source.
We think ahead and act proactively
- Structuring before the facts are set
- An ongoing exchange instead of an annual meeting
- Opportunities pointed out actively, not just the duty met
Tax with us, law through strong partners
- We handle the tax structuring ourselves
- Inheritance and corporate law through our lawyer network
- Coordinated through Vantoya: one point of contact
Discreet and digital
- Secure document exchange
- Results as an expert opinion, Excel or presentation
- Prepared the way you and your family office work with them
Advice others turn down, for us everyday work.
Structuring advice at this level is otherwise only found at the Big 4. With us it's part of everyday work, with a direct contact for you and no corporate overhead.
Frequently asked questions about tax advisory for private clients and family offices
The points where wealth, succession and structuring most often get stuck, answered clearly. If your topic isn't here, just drop us a line: the first assessment comes with no detours.
As early as possible. The allowances renew every ten years, and structures like usufruct work all the more strongly the earlier they take effect. But even when the facts are already set: we'll always find the way that works best for you.
No, not unless you want to. That's exactly where we come in. Usufruct, voting-right structures or a transfer against a pension make sure that income and influence stay with you, even though ownership passes on.
That's not something you have to sort out yourself. Inheritance and corporate law matters that inevitably come up with these structures, we solve together with the lawyers from our network, coordinated through Vantoya, so you keep a single point of contact.
Yes. The Foreign Tax Act and double taxation treaties are German tax law, our core. For the foreign side we work with partner firms on the ground.
Yes. We deliver the tax structuring and the results exactly the way your family office works with them: as an expert opinion, a traceable calculation in Excel or a presentation for the shareholder meeting.
Yes, we prepare income, inheritance and gift tax returns carefully and on time. We monitor the deadlines for you, so you don't have to keep them in your head.
Contact
Shape your wealth instead of just administering it
Tell us briefly about your situation, and we'll get back to you with a first assessment and the next steps.