What is at stake without structured planning
Expiring gift tax allowances
€400,000 per child every 10 years expires unused without active timing.
Missing powers of attorney
In cases of inheritance or incapacity, relatives cannot act.
Incorrect portfolio structure
Assets held in a tax-unfavorable manner generate unnecessary withholding tax.
Uncoordinated advisors
Three consultants with three different information levels are working at cross-purposes.
— For whom this mandate was made
The situation we are familiar with.
The doctor after the sale of his practice
Milestone: Sale of the practice. Now the question arises: What happens to the assets — in terms of taxation, structure, and across generations?
The entrepreneur with complexity
Business and personal assets need to be coordinated. Three advisors, three different levels of information—no one is considering the big picture.
The precaution-oriented
Passing it on to family is important to me. I want to plan ahead, not react. I don't want to let tax deadlines pass unused.
Included in the annual mandate
Annual tax review meeting
New tax allowances, new laws, new design options
Tax advisor briefing document
Complete briefing ready to be passed directly to your tax advisor
Personal tax calendar
All relevant deadlines — gift, holding periods, tax return
Priority access for tax-related events
A sound assessment within 48 hours — directly, without a waiting list.
01
Asset X-ray
Comprehensive analysis of your tax situation. Specific identification of optimization potential – unused tax allowances, unfavorable structures, avoidable taxes. Written report with prioritized areas for action.
02
Tax optimization strategy
12-month roadmap: Which measures in which order, with which deadlines. Specific, scheduled, immediately implementable.
03
Initial succession planning
A structured plan for tax-efficient transfer to the family. Gift tax allowances, holding periods, timing, and structuring options – clearly presented.
04
Expertenkoordination
We hand over the plan to the tax advisor and notary and coordinate the communication. You no longer have to mediate between three advisors — that's our job.
05
Persönliches Onboarding-Gespräch
A 60-minute consultation at the start of the engagement. No questionnaire, no form — a genuine conversation in which we fully understand your situation.
— What the mandate achieves
Five core services — the overall picture.
— This is how the mandate works
Four steps — from the initial consultation to ongoing operations.
Schritt 1
Initial consultation
Wir analysieren Ihr bestehendes Depot, alle laufenden Verträge, Steuerstruktur und Ihre Ziele. Sie erhalten einen strukturierten Fragenkatalog — kein unnötiges Papierchaos.
Schritt 2
Vermögensröntgen
Sie erhalten ein schriftliches Strategiedokument: Allokation, Ziel-Rendite, Risikoprofil, Strategie-Mix. Kein Standardprodukt — exakt auf Ihre Situation zugeschnitten.
Step 3
Strategie & Nachfolge
Wir begleiten die Umsetzung Schritt für Schritt — steueroptimiert, ohne unnötige Transaktionskosten, mit klarer Kommunikation zu jedem Schritt.
Step 4
Übergabe & Koordination
After the first full market phase, we discuss the development and make adjustments if necessary — directly with Justin, not with an assistant.
— Investment
€2,490 per year — and our guarantee.
Our guarantee
If we cannot identify any tax optimization opportunities in your situation after the asset analysis, we will fully refund the annual fee .
No discussion. No fine print. We are convinced of what we do.
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