Entrepreneurs, private clients, foundations

Managing substantial assets is becoming more and more complex. In addition to family and
economic matters, legal and tax aspects have to be considered carefully.

We have many years of experience in advising companies, high-net-worth individuals, family
foundations and family offices. As such, we know what questions to expect and are prepared with
the answers.

Our advice is tailor-made to our clients’ specific needs. Working together with them, we look for a
viable way to keep the tax burden as low as possible, taking into account the clients' private
interests. Our services include tax return preparation, representation in tax matters vis-à-vis fiscal
authorities and courts, advice on asset structuring, taxation upon relocation, and the establishment
of foundations and providing ongoing tax consulting services to them.

Strategic succession planning is an important element in our consulting in order to maintain assets
across generations. Particularly with business succession, the challenge is to serve the interests of the parties involved without jeopardising the business. Tax burdens may also jeopardise the longterm preservation of assets. Unfortunately, it is frequently overlooked that unplanned succession may not only trigger substantial inheritance tax and gift tax burdens, but may also lead to additional tax burdens.

Our Services

  • Advice on tax returns
  • Advice on investment decisions
  • Preparation and support in business succession
  • Preparation and support in private asset succession
  • Preparation of inheritance tax and gift tax returns
  • Company and real estate valuation
  • Establishment of foundations
  • Consulting for family foundations
  • Establishment of family companies
  • Advice on the choice of legal form
  • International (inheritance) tax planning
  • Advice on taxation upon relocation (inpats and expats)
  • Representation in appeals and court proceedings
  • Support in tax audits and criminal proceedings involving fiscal offences
  • pdf iconFact sheetEntrepreneurs, private Clients, foundations - Trinavis GmbH & Co. KG Member Crowe Horwath International