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Your partner for financial success

Whether you are a long-term investor or a short-term trader/speculator, you need careful design and planning, because this has a significant impact on the subsequent return. We regularly support domestic and foreign investors to avoid the tax and bureaucratic pitfalls. Also for traders it can make sense to fall back on certain company forms for the tax minimization, because thus the reinvestable capital can be substantially increased.

Topics here are in particular:

  • Establishment of companies
  • Planning of holding structures for tax optimization
  • Preparation of applications for the refund of withholding taxes
  • Expertise in the form of tax opinions for specific investment cases 

In particular, we can support you in the following investment:

  • Securities/Stocks
  • Cryptocurrencies
  • Corporate investments (e.g. start-ups)
  • Real Estate

Investment opportunities are not only available in Germany. Through our network with foreign partners, we can also provide you with tax advice on foreign investments.

Let's talk about money

Please feel free to contact us for a non-binding preliminary discussion

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