Don’t wait until your bank casts doubt on your company’s financing! Without a corporate succession plan, you could be confronted with this situation. With our services and the support of our cooperation partners, we can help you find the right solution.
Inheritance and gift tax law especially holds many pitfalls for the layperson and is continually undergoing legislative changes. We investigate your alternatives and prevent financial losses.
* In cooperation with our network of lawyers and notaries, when necessary
We have the requisite expertise that comes from managing several non-profit entities (e.g., foundations, associations, non-profit GmbHs) to serve non-profit organizations all the way from formation to daily foundation management. We can support you in establishing a foundation during your lifetime as well as serve as executor to form your foundation after your passing. We maintain good, close contacts with supervisory and tax authorities, which is important both for getting approval to set up a foundation as well as the ongoing business of running a foundation.
Our services include annual financial statement preparation for your foundation in accordance with the legal requirements. If your foundation’s financial statements need to be audited, we can audit them instead of preparing them, and provide additional services, if necessary, such as auditing the use of funds according to the articles of association, capital preservation, and propriety of management. We work with you to develop capital preservation plans and, it goes without saying, can help you with ongoing tax consulting for your foundation.
Tax advisors are considered “natural” executors. After providing advice for many years, tax advisors know their clients' family situations like no one else. Often, tax advisors begin assisting their clients during their childhood through their parents' tax returns, then continue on through marriage, company formation, and the birth of children. They are there even through divorce and death, providing lifelong service with detailed knowledge of their clients' lives. No external consultant could be better informed. As persons of trust, we are also in the position to assist you in the event of illness by keeping your personal or business activities running through durable medical or financial powers of attorney to protect your assets.