Succession planning

Succession planning in the private sector and in the corporate sector is becoming more and more important.

We have been advising normal donation and inheritance cases for decades, but also larger and more complex succession cases from wealthy private clients and families in particular, and we develop tailor-made solutions for your special case.

As specialized generalists, we pay close attention to the complex dependencies and take into account tax, business, legal and, of course, family aspects equally in order to arrive at a good solution. We are also the right contact for you in the case of an intensive foreign connection. From the will to the qualified succession clause in the articles of association, we have the appropriate specialist knowledge.

Services

Based on our self-image as a comprehensively active company, we offer you primary services, as you would expect from your tax advisor or auditor as your direct contact. In addition, you will also receive solution- and goal-oriented support in various areas of expertise.

Tax consultancy

Based on mutual respect and trust, we advise our clients at a high professional level.

Auditing

Motivated, committed and experienced auditors are available to our clients in the area of auditing.

Consulting

Strategic and conceptual work as well as structuring and support in all relevant areas of accounting.

Specialisations

In addition to our full-service offering, you can rely on our many years of expertise in the following specialist areas in particular:

International tax consultancy and auditing

We advise our clients in the international environment on targeted, legally compliant tax structuring as well as adequate accounting and reporting.

Transaction and restructuring advice

We support young and existing companies in all phases of the transaction process and assist in raising equity and debt capital.

Family Office Services

Wealthy individuals and families need sound, holistic advice.

Investment fonds held as business assets

We offer standardised reporting for institutional investors based on many years of expertise.

Private Equity

Knowledge of the special features of the private equity environment is part of our core business

Foundations and associations

Qualified support for foundations of all sizes in the areas of establishment, administration, auditing and tax support.

Services for municipalities

For more than four decades, we have been offering our services to municipalities, municipal undertakings and municipal owned undertakings.

Succession planning

Succession planning in the private and corporate sector.

Accounting with a future

Thanks to the new possibilities in digital financial accounting, sending folders back and forth is a thing of the past.