Wealth accumulation
Your own company, rented property, a securities account with shares, distributing or accumulating funds - even statutory or private pension insurance contribute to the accumulation of assets. We work this out with you, tax-wise and with planning calculations. Make an appointment now
Increase assets – provide for the future
If you read the FAZ, you will always get good tips on how to build up assets from shares, family homes, rented flats and savings plans – or how to prevent costs from killing returns. Most of the entrepreneurial and family fortunes that we look after are not planned, but have arisen from a sum of more fortunate than unfortunate decisions.
Since the mid-1990s, wealth has often no longer been created through cross-generational accumulation, but through a combination of start-up and exit. Optimizing pre-tax and after-tax returns plays a major role in both variants, but the instruments are different. With investment constructions, we ensure that the founder retains most of the money and thus a large leverage for future investments even after an exit. For this purpose, we also work closely with your family office or can introduce you to such offices.
Further services
We help you to navigate through the maze of German tax law.
Company purchase and sale
Financial and investment planning
Tax structuring
…is a big word – it’s about hitting long passes. Sometimes only over a few years, sometimes until the exit from a start-up. Explaining complex topics in an understandable way is important to us.
Your contact persons
Uwe Goebel
Managing Director, tax consultant, lic. oec HSG
Stefanie Hülsmann
Managing director, tax consultant, business graduate (FH)