We provide expert advice on all aspects of real estate financing. We analyze your capital and financing structure and show you potential for optimization. With our service partners, we can also obtain and review financing offers from commercial banks as an intermediary.

The inheritance of real estate is usually complex and entails a large number of questions. This is not just about inheritance law, but also about tax planning and the long-term management of assets. A structured assessment of the initial situation and a clear analysis of the needs of all heirs is the first step in this process.

Together with our service partners, we provide you with personal and competent support, from the definition of objectives to the valuation of properties, the analysis of division options and their tax implications, through to the execution of sales mandates.

The transfer of assets or a business often represents an important turning point in a person's private or professional life. In our opinion, the importance of setting this course cannot be overstated. Their complexity requires foresighted and prudent planning.

We guide you with our expertise and experience through the organizational, operational, tax and financial aspects of succession planning or an M&A. We carry out company valuations for you, advise you on contractual matters and ultimately help you as a reliable partner in the implementation of your succession planning.

Pension provision is a cornerstone of a well-ordered life after work. In the difficult current situation with low interest rates and demographic shifts, we believe it is more important than ever to plan pensions comprehensively and with foresight. The question of how to deal with assets and descendants is also part of such planning.

Good planning can ensure that pensions and investment income are sufficient for everyday life, that the timing of partial and full retirement is chosen correctly and that the asset situation for descendants is properly regulated. We are also happy to advise company owners and show them which pension planning and tax aspects need to be taken into account.

The value of a property is often the starting point for many important decisions. This value should therefore be determined professionally and carefully. In addition to the structural aspects, we also take into account the relevant legal and tax aspects.

With our experience, we ensure that you can maintain the earning power of your property over the entire investment horizon.

We set the following priorities:

• Securing earning power and returns
• Value preservation and sustainability