Private wealth requires tax advice that is careful, discreet, and long-term. Real estate, investments, shareholdings, gifts, inheritances, or income from abroad should not be considered in isolation, but rather in the context of one’s personal and family situation.

We advise private individuals, entrepreneurial families and wealthy clients on income tax returns as well as on tax-related issues concerning wealth accumulation, wealth transfer and private investments.

In particular, we provide support with income from letting and leasing, capital gains, investments, gift tax, inheritance tax and international matters.

When private and business matters intertwine, we ensure a clear tax classification – for example, in the case of real estate companies, investments, holding structures, or planned asset transfers within the family.

Our aim is to provide personal, confidential and forward-looking advice – so that assets are not only managed, but also supported in a tax-compliant and long-term, well-thought-out manner.