— What we do for you
Create structure. Protect capital. Manage it sustainably.
Most wealthy individuals hold their capital in the wrong structure—suboptimal from a tax perspective, structurally unprotected, and without a clear succession plan. The reason: tax advisors, notaries, and asset managers work in isolation. No one coordinates the overall picture.
The Wealth Architecture Mandate changes that. We guide you through the complete legal structuring of your assets—from choosing the right legal form to the ongoing management of your capital within that structure. One journey. One point of contact. Everything coordinated.
Phase 1
Analysis & Structural Concept
Vollständige Aufnahme der steuerlichen und vermögensmäßigen Ausgangssituation. Wir entwickeln das Konzept für die optimale Rechtsform — VV-GmbH, Holding oder Stiftung — und präsentieren Ihnen einen klaren Handlungsplan.
Phase 2
Establishment of the legal structure
Wir koordinieren die Errichtung der juristischen Person vollständig: Notar, Steuerberater, Finanzamt, Handelsregister. Sie unterschreiben — den Rest übernehmen wir. Inklusive Gesellschaftsvertrag, Satzung und steuerlicher Anmeldung.
Phase 3
Capital transfer & portfolio building
Bestehende Vermögenswerte werden steueroptimiert in die neue Struktur übertragen. Wir definieren das Investment Policy Statement und bauen das Portfolio nach der Stratik-Methodik auf — Core 80 % / Satelliten 20 %.
Phase 4
Ongoing administration — permanent
From this point on, the management fee of 1.50% per annum applies. We actively manage the legal entity's capital using the Stratik methodology. Quarterly reviews, advisor coordination, tax structure updates—all still included.
— The complete journey
From the initial idea to ongoing administration.
VV-GmbH
Asset management GmbH. Tax-efficient due to partial income inclusion and favorable profit retention. Ideal for larger, liquid portfolios.
Suitable for
Investors with €500k or more
Holding-Struktur
Holding company for entrepreneurs with business and private assets. Protects capital from liability risks and enables tax-optimized dividend distribution.
Geeignet für
Unternehmer & Gesellschafter
Family foundation
Long-term wealth protection across generations. Minimize inheritance tax, plan for succession, prevent loss of control. For the long term.
Geeignet für
Nachfolgeplanung ab 1M €
We will determine the most suitable structure for your situation in an initial consultation – together with a tax advisor and notary. We coordinate, you decide.
— Scope of services
All mandates. One roof. No extra charge.
01
Strukturkonzept & Errichtung
Limited liability company (VV-GmbH), holding company or foundation — fully coordinated. We handle notary services, commercial register entries, tax registration and opening of a securities account for the legal entity.
02
Vollständiges Vermögensinventar
All portfolios, accounts, real estate, investments and insurance policies in one consolidated overview — created during onboarding, then continuously updated.
03
Investment Policy Statement
A written investment strategy based on the Stratik methodology: risk-return profile, asset classes, rebalancing rules, and liquidity buffers – all legally binding documentation. Reviewed once and annually.
04
Aktives Portfoliomanagement
Professional implementation of the stratification methodology within the legal entity. Stable core portfolio (80%) combined with individually weighted satellites (20%) — including access to institutional products.
05
Steuerstruktur-Mandat
Analyse der Vermögens- und Steuerstruktur, Optimierungsempfehlungen und laufende Koordination mit Ihrem Steuerberater. Inklusive Erstkonzept zur steuerlichen Strukturierung. Jährlich wiederkehrend.
06
Advisor-Koordination
JS Advisors übernimmt die Schnittstelle zu Steuerberater, Notar und Rechtsanwalt. Einmal jährlich ein koordiniertes Gespräch mit Ihren Experten — Sie müssen nicht mehr selbst zwischen den Parteien vermitteln.
07
Successor initial concept
A structured plan for the generational transition within the legal structure. What can be transferred and how, what tax optimization is realistic, and what are the next steps. A one-time offering in the first year.
08
4x Quarterly Reviews
A structured 60-minute meeting every quarter: market developments, portfolio adjustments, tax updates, new life circumstances. Not as a routine matter—as a genuine basis for decision-making.
Guarantee after quarterly review
If, after the first quarterly review, you do not see measurable added value through structure, clarity, or coordinated measures, we will refund the first three months' contributions. No conditions.
Kontaktanfrage
Haben Sie Fragen zu unserem Service oder möchten Sie einen kostenlosen Portfoliocheck? Melden Sie sich jetzt bei uns.
Öffnungszeiten:
10:00 - 20:00 Uhr Montag-Freitag
10:00 - 14:00 Uhr Samstag
Taunusanlage 9-10, 60329 Frankfurt am Main
Family Office Mandat
Your assets. Properly structured.
Fully managed.
We establish the appropriate legal asset structure—a limited liability company (GmbH), holding company, or foundation—and then manage the capital on an ongoing basis. One journey. One partner. Everything from a single source.