High net-worth individuals

  • Tax-related asset planning and optimization

  • Choosing the best legal structure for existing assets

  • Advising on financial models, i.e. private equity, venture capital, property holdings

  • Advising on family trusts (private foundations)

  • Tax-related guidance during the development of investment strategies

  • Tax planning for real estate financing

  • Advising on property acquisitions, income tax on investment property

  • Planning and guidance on transferring assets to heirs

  • Setting up tax-optimized family holdings and advising family-owned companies

     

Your specialists

Erik Malle
Erik Malle
Managing Partner, Certified Public Accountant and Tax Advisor
Hubert Celar
Hubert Celar
Consultant
Michael Lackinger
Michael Lackinger
Managing Partner and Tax Advisor

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