Private Clients in Germany
Tax and legal advice for wealthy individuals, entrepreneurs, and investors - both nationally and internationally
Our team of experienced lawyers, tax advisors, and long-standing family office personnel, specializes in advising and assisting HNWI (High Net-Worth Individuals). We aid entrepreneurs, investors, their families, and companies in structuring and tax-optimizing their assets, successfully planning and executing asset succession, and safeguarding their wealth.
Our expertise
Our specialized desks
“Stefan Winheller is a leading figure in foundation advice.”
JUVE Handbook, 2023 | 2024
Our specialized focus
Naturally, every income and wealth, as well as every tax and family situation, is unique, and each person has different priorities. We collaborate with you to devise personalized concepts, focusing on entrepreneurial thinking, long-term action, and cross-generational solutions. Our work aims to manage assets in a way that maximizes benefits for our clients and their families.
Asset Protection
- Succession planning for family/owner-managed companies
- Foundation solutions, e.g., family foundation, charitable foundation
- Holding solutions, e.g., holding GmbH, holding foundation
- Inheritance law and inheritance tax planning, will execution
- Durable powers of attorney, marriage contracts
Crypto Assets
- Structuring, optimization, succession
Family Offices Services
- Continuous tax and legal advice for the family office and family members
- Asset management advice; specifically, tax and legal advice related to ongoing investments and asset acquisitions such as real estate
- Establishment of (family) holding companies, especially family foundations or charitable foundations
- Restructuring of existing companies with a focus on succession planning
- Implementation of advisory and supervisory board structures
- Implementation of family governance
- Assistance with due diligence
- Training for family office employees, management members, supervisory board or advisory board members, and family members
International Counseling
- International legal advice for German private clients with foreign connections
- International tax structuring, e.g., participation in foreign companies (such as U.S. LLCs), foundations and trusts, add-back taxation, departure from Germany
- Business immigration (immigration to Germany, particularly from the USA, Eastern Europe, and Asia)
Ongoing Tax Advice
- Declaration
- Company valuations
Criminal Tax Law
- Self-disclosures
Our full-service approach: seamless support from A-Z
With our entrepreneurial spirit, we assist our clients not only in managing their assets, but also in their everyday operations, enabling them to focus on what truly matters. This includes establishing compliance management systems, providing guidance on employment law disputes, applying for BaFin licenses, safeguarding international brand portfolios, offering legal support for company acquisitions and sales, advising on data protection law when drafting intercompany agreements, and facilitating the enforcement of claims.
We primarily operate in the following fields:
- M&A and Corporate
- Employment law
- Data protection and IT law
- Banking supervisory law
- Compliance consulting, anti-money laundering law
- Business Litigation
- Criminal law
- Business Immigration
Our family office services
For our private clients, we deliver a comprehensive service that extends beyond legal and tax advice. We serve as a competent partner for their professional affairs, as well as personal matters like university placements, medical treatments, or luxury goods purchases. We also connect you with trusted real estate agents and providers of compelling investment opportunities.
Who puts their trust in WINHELLER
Our clients include affluent private individuals such as entrepreneurs and investors, along with their families and companies with possible family, asset-related or entrepreneurial foreign connections.
References
Establishment of a family foundation for an entrepreneurial family (EUR 70 million)
Development of a foundation concept for asset protection and avoidance of exit taxation; transfer of a medium-sized business into a family foundation; examination of gift tax benefits; drafting of articles of association and establishment of the foundation including the recognition procedure.
Representation of a German crypto investor (EUR 250 million)
Comprehensive advice on crypto assets with a focus on criminal tax law, supplementary declarations, and international tax law; appeal proceedings concerning the tax treatment of crypto income (staking, lending, liquidity mining); application for binding information due to extended limited tax liability regarding crypto income.
Ongoing legal and tax advice to a German family foundation (EUR 100 million)
Advising and representing a family foundation concerning its holding company; restructuring of the shareholding structure and the shareholders' reservations of consent; revision of the rules of procedure for the management and allocation of responsibilities of the managing directors of the holding company; avoidance of legal disputes; comprehensive revision of the articles of association following the founder's death.
Tax advice for Eastern European UHNWI and family (EUR 1.9 billion)
Advice on matters such as tax liability in Germany and add-back taxation, as well as criminal tax law, real estate law, criminal customs law, and banking supervision law.
+ show more
Tax advice including subsequent declaration for U.S. entrepreneurs (EUR 80 million)
Clarification of German income and gift tax liability of the U.S. entrepreneur and his family with dual residence in the USA/Germany; review of add-back taxation concerning more than 25 shareholdings; voluntary disclosure.
Establishment of a crypto family foundation (EUR 30 million)
Advising and representing a crypto investor in the creation of a family foundation; development of a foundation concept; establishment of a foundation; sale of real estate to the foundation; crypto loan agreements.
Tax and legal advice to a U.S.-American (EUR 30 million)
Optimization of articles of association of U.S. LLCs to avoid double taxation in Germany; conversion of German GbRs into GmbHs; contribution of agricultural assets to family foundation; crypto loan agreements; assistance with the acquisition of additional agricultural businesses; ongoing tax advice to the entrepreneur, his family foundation, and the associated companies.
Business immigration consulting for a Chinese entrepreneur (EUR approx. 40 million)
Residence permit for a Chinese investor in Germany; ongoing legal and tax advice to the client in Germany including income tax returns.
M&A advisory: Sale of shareholding by a charitable foundation (EUR 400 million)
Foundation, nonprofit, and corporate law (M&A) advice on the restructuring/sale of company shareholdings.
Representation of an Eastern European HNWI's interests in Germany (EUR 60 million)
We represent our client's German real estate company, assist in the sale and lease of residential units, provide ongoing tax advice for the company, and legally defend against damage claims against the client. We also hold general power of attorney for the client's wife and provide tax advice and defense against German tax liability in relation to the tax office.
Advisory services for private investor with a property portfolio of 450 rental units (EUR 50 million)
We advise HNWIs on the transfer of a EUR 50 million property portfolio to a family company and the subsequent tax-neutral transfer of shares to a family foundation.
Our private clients team
Our team of attorneys and tax advisors have diverse specializations and experience in providing legal and tax advice to private clients. Collectively, they form a powerful team for your individual wealth matters!
To reach your private client contact, you can e-mail us at info@winheller.com or call us at +49 69 76 75 77 85 22. Please feel free to reach out to us with your queries.
Do you need support?
Do you have questions about our services or would you like to arrange a personal consultation? We look forward to hearing from you! Please fill in the following information.
Or give us a call: +49 69 76 75 77 85 22