PRIVATE CLIENTS

Serving  your individual needs

We recognize the unique personal needs of corporate leaders and high-net-worth individuals. That is why, in addition to dealing with complex international tax issues affecting corporations, we also provide robust tax advice to you, your executive colleagues and family.

Protecting your interests
You are faced with complex tax and civil law issues, often at international level. Any advice that does not adequately take into account your personal circumstances and potential tax consequences in all jurisdictions concerned can result in a higher tax burden or even double taxation. Whether you look for advice in international succession resp. relocation matters, you want to optimize cross-border capital or real estate investments or you need assistance in charitable activities, we understand your needs and help you pro-actively to manage every challenge.


Our services for Private Clients

  • Succession concepts
  • Development of succession concepts for your business and private assets
  • Preparation and amendments of prenuptial, testamentary and company agreements as well as last wills
  • Advisory services concerning inheritance and gift tax law both for national
    and international constellations
  • Preparation of inheritance and gift tax returns
  • Tax-optimized asset and income arrangements
  • Advice on structures for the protection of assets
    (Foundations, trusts, life insurance wrappers, private limited companies, etc.)
  • Tax consultancy before immigrating to or emigrating from Germany
  • Development of investment schemes for domestic and cross-border real estate and capital investments
  • Advice on minimizing the income tax burden when selling shares in companies and investing the liquid funds
  • Consulting services concerning recurring and extraordinary income
    (Directors, senior executives, entrepreneurs, etc.)
  • Preparation of income tax returns
  • Legal and fiscal support in voluntary disclosure proceedings
  • Assistance in your charitable activities

In-depths local expertise as basis for cross-border solutions
Our worldwide team advising high net worth individuals has in-depth local expertise. Through regular exchange of information within the Alliance network we ensure that our recommendations always reflect the current legal situation and are suited for cross-border scenarios. Jointly, we develop holistic and sustainable solutions for you and your family.

 

Dr. Tom Offerhaus

Partner

Thomas-Wimmer-Ring 1-3
80539 Munich
Germany
Phone: +49 (89) 28646-148
Fax:     +49 (89) 28646-149

tom.offerhaus@wts.de

 

Publications Private Clients

Brochure Private Clients

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