Your wealth.
Your plans.
Our view of the whole picture.
You own property, hold shareholdings or wish to pass wealth to the next generation. We advise individuals and asset-holding companies on ongoing taxation and the tax questions arising from important changes.
Book an appointmentPreserve value.
Prepare for decisions.
Letting property, shareholdings and family wealth matters often overlap. We advise individuals with substantial assets, property companies, shareholders, heirs and communities of heirs within the agreed tax engagement.
Acquire and hold property
Before a purchase, we consider the intended use, financing and tax effects of the ownership structure. For existing properties, we support ongoing taxation and assess investments.
Companies and shareholdings
Do you hold property or other assets through a GbR, another partnership or a company? We examine tax questions relating to structures, interests and distributions, including asset-holding companies.
Personal wealth and income
Rental income, income from shareholdings and investment income can give rise to different filing obligations. We bring the relevant tax information together and prepare the agreed returns.
Transfer wealth and support estates
We examine the tax effects of planned gifts and assist with tax returns after an inheritance. For communities of heirs, we clarify the engagement, responsibilities and potential conflicts of interest.
What would you like to preserve?
What would you like to pass on?
Decisions about wealth often affect your own financial provision and the next generation. We consider the tax consequences of different approaches and explain the differences. We coordinate the legal drafting of agreements and testamentary instructions with the lawyers and notaries involved.
Meet Christian Mangold, LL.M.Your goals determine the questions.
How should your wealth develop? Who should hold an interest in future? What income do you need yourself?
We consider ongoing taxation and potential transfers in the context of your personal plans.
Review the assets and circumstances
We discuss your asset structure, the people involved and the decision or inheritance giving rise to the enquiry.
Compare tax consequences
We review the necessary documents and explain the tax effects and possible next steps.
Coordinate implementation
We handle the agreed returns and coordination and discuss tax matters with the other advisers involved.
Which wealth matter is on your mind?
Whether property, a shareholding or a transfer, we discuss your starting position, goals and the appropriate scope of tax support.