Personal advice for your cross-border plans

Are you planning to transfer wealth, move abroad or invest in Germany? I advise you personally on the legal and tax issues connected to Germany, explain your options and help you plan your next steps.

Your plans come first

What do you want to change, and what must you not lose along the way? These questions are the starting point for our work together. Only once I understand your situation can we usefully determine which legal or specialist questions need closer examination. A solution should not just look convincing on paper; it should fit your priorities.

I also examine whether an apparent obstacle really imposes a limit or whether another lawful route is available. Where an option has disadvantages, I explain them as clearly as its advantages.

An assessment you can act on

You should be able to understand why I recommend a particular course and which questions remain open. I therefore explain the connections in plain language and make clear the assumptions on which my assessment rests. This allows you to weigh your options rather than rely on a conclusion whose reasons are unclear to you.

Within the agreed scope, I prepare next steps and coordinate with those involved on the specialist input needed for my area of work. This gives you a coherent picture of the questions that matter to your decision.

Areas of advice

Choose the area closest to your concern. The three services serve different purposes and remain distinct.

  • Wealth & International Matters

    For individuals, families and investors dealing with a move abroad, inheritance and gifts, or investments with a connection to German law and tax — including where several countries are involved.

  • Tax Transparency

    For financial institutions, investment companies and crypto-asset providers seeking to review CRS, FATCA or CARF reporting processes and develop their specialist work instructions or controls further.

  • AI & Governance

    For compliance, tax and legal departments seeking to assess a specific AI use case and establish how its outputs are checked and approved.