The benchmark for all client investments is the return after taxes and inflation. Therefore, we want a holistic understanding of the income and estate tax situation of our clients and their investments in Europe and North America.
Our comprehensive approach enables us to develop tax optimizing structures and support our clients with the implementation of various tax strategies. This happens in cooperative teamwork with existing advisors and, if necessary, in consultation with additional experts.
For every new client we offer to review existing planning strategies and suggest alternatives and opportunities that are in line with their personal and professional goals.