SERVICES
Consulting within a clear legal framework
Unsere Leistungen erbringen wir ausschließlich im Rahmen geltenden Rechts, durch bzw. gemeinsam mit zugelassenen Berufsträgern und unter voller Erfüllung aller Melde- und Offenlegungspflichten.
TAX PLANNING
Legally compliant structuring of private and corporate tax situations based on applicable laws – without any guarantee of specific tax results.
AEOI / CRS COMPLIANCE
We support you in correctly understanding and fully complying with obligations arising from the Automatic Exchange of Information.
ASSET PROTECTION
Forward-looking, transparent structuring of assets within the framework of civil, corporate, and insolvency law – no protection against legitimate creditor claims.
INTERNATIONAL STRUCTURES
Advice on cross-border corporate and holding structures with economic substance, fully disclosed to the competent authorities.
SUCCESSION & FOUNDATIONS
Orderly transfer of assets across generations, coordinated with notaries, tax advisors, and lawyers.
DOCUMENTATION & DISCLOSURE
Seamless documentation and support with declarations, reports, and voluntary disclosures to tax authorities.
PILLARS OF PERFORMANCE
Our six pillars of performance
Each pillar is implemented transparently, in accordance with applicable law and in compliance with all reporting and disclosure obligations. We cannot guarantee specific tax or legal outcomes.
01 Asset and Creditor Protection
Early, openly documented asset structuring within the framework of civil, corporate, and insolvency law. No protection against legitimate claims, attachments, or enforcement measures.
02 Tax Planning and Optimization
Utilization of legally provided structuring options in coordination with licensed tax advisors. No support for tax evasion and no guarantee of tax exemption or specific tax results.
03 Company Formation and Restructuring
Assistance with the formation, restructuring, and relocation of companies with genuine economic substance and full registration with the competent authorities.
04 International Banking and Liquidity Solutions
Support with account opening and liquidity planning at regulated institutions – with full KYC verification, proof of source of funds, and disclosure to tax authorities.
05 AIA/CRS Compliance
We help you to fulfill your obligations under the Automatic Exchange of Information (AEOI/CRS) correctly and completely. No support is provided for the circumvention of reporting obligations.
TAX & COMPLIANCE
Tax planning within the framework of the law
We structure assets transparently and in compliance with the law – in cooperation with licensed tax advisors and lawyers. The goal is comprehensible, documented planning that complies with all reporting and disclosure obligations.
Legal tax planning based on applicable law – without any guarantee of specific tax results or tax exemption.
Support for full compliance with AEOI/CRS reporting obligations and other disclosure requirements.
International structures only with economic substance, transparent documentation, and disclosure to the competent authorities.
Asset protection through forward-looking, lawful structuring – no protection against legitimate claims by creditors or authorities.
Note: The content provided is for general information purposes only and does not replace individual tax or legal advice.
SERVICES — CORPORATE STRUCTURES
International structures. Transparent and compliant.
We assist entrepreneurs and families in designing holding, investment, and succession structures both domestically and internationally. The basis for every recommendation is the applicable law of all involved jurisdictions – including substance requirements, double taxation agreements, and transparency registers.
Reporting obligations such as the Automatic Exchange of Information (AEOI/CRS) are fully taken into account and fulfilled.
The goal is a transparent, legally secure structure – not the circumvention of tax or reporting obligations and no guarantee of specific tax results.
Advice is provided by or in cooperation with licensed attorneys and tax advisors and does not replace an individual case review.
