Our team supports family-run businesses with a turnover ranging from 1 to 99 million EUR. We provide assistance in the areas of accounting, annual financial statements, and tax declarations. Additionally, we are happy to offer guidance on tax-related matters for technical innovations, such as the implementation of an ERP system (e.g., VAT & Supply Chain Matrix) or the automation and digitization of processes.
With our experience and expertise, we have repeatedly demonstrated our ability to provide comprehensive and solution-oriented advice to family offices in the area of tax structuring for assets. Our proficiency extends to traditional capital market investments (stocks, funds, cryptocurrencies), as well as investments in real estate, private equity, and special assets such as classic cars, airplanes, and watches. We also collaborate with wealth managers, and we are well-versed in common software solutions such as iComps and QPLIX.
We also manage extensive private equity (PE) structures, including carry and warehouse programs. From the establishment of an appropriate holding structure to exit consulting, we provide tailored tax solutions. Additionally, we offer guidance on tax-efficient choices for legal entity forms, location strategies, and suitable restructuring measures in response to legislative changes.
Asset deal or share deal? Extended real estate tax reduction with an OpCo & PropCo solution? Commercial property trading? RETT blocker? We are happy to assist with tailored structuring solutions in both private and commercial real estate matters.
A restructuring can have various motivations, such as rapid business growth, succession planning, or a planned exit. Transforming a sole proprietorship into a GmbH (limited liability company) or a GmbH & Co. KG (limited partnership with a GmbH as general partner), or switching from a corporation to a partnership (and vice versa), may be tax-efficient. Additionally, leveraging the tax benefits of commercially characterized or de-characterized partnerships can make restructuring advantageous from a tax perspective. We provide comprehensive support in all these scenarios, from consultation to implementation and the preparation of the necessary tax declarations.