Topic 8 of 8

Entrepreneurship, Engagement & Purpose

Nine out of ten wealthy people are active as entrepreneurs: as self-employed professionals, business owners or investors, or in supervisory board and voluntary roles. And more and more of them are asking: where do I want to live in future?

Financial independence gives you the power to shape things: in your work, in your family and in society. We help you integrate your other roles into your financial life.

  • Business activities & holdingsCommercial businesses, self-employment, entrepreneurship, investments, and how they are protected (D&O, commercial insurance).
  • Succession planningHanding over businesses and holdings within the family or to third parties.
  • Supervisory board & voluntary rolesProtection for your roles on management or supervisory boards, or in associations and foundations.
  • Foundations, projects, cultural engagementCreating purpose and making an impact.
  • International matters & geo-arbitrageHome is no longer just one place: thinking internationally about residence, tax, healthcare and quality of life.

Geo-arbitrage: home is no longer just one place

Geo-arbitrage is a life strategy for those who can afford it: choosing where you live based on tax, costs, climate, healthcare and quality of life. The three questions are: Where do I live with my family? Where does my wealth live? Where do I pay tax? Putting this into practice takes experts in international tax, residence planning and estate planning. We bring them together.

Expats in Germany

If you move to Germany from abroad, you face similar questions, only across several countries at once: residence status and bureaucracy, double taxation, health insurance, building wealth, where to live now and later. Am I staying for good? Should I buy or rent? Where will I build my wealth, and where will I spend my retirement? We advise in English and offer our own Expat Check-Up.

Still an entrepreneur, just differently

Many people want to keep shaping things after selling or handing over their business: as an investor, advisory board member, mentor or founder of a foundation. We integrate these roles into your financial and life planning, including protection, tax and succession.

Frequently asked questions

I am selling my business. When should planning begin?

Ideally two to three years before the sale: tax structure, wealth strategy for the proceeds, protection, and the question of how you want to live afterwards. We support you together with a tax adviser and a lawyer.

Do you also advise in English?

Yes. Our website, our Check-Up and our advice are available in German and English.

Related topics

04

Home & Living

Your home is quality of life, and often your largest asset. We show you how your property fits into your financial and emotional future.

Read more
05

Wealth Transfer & Estate Planning

Good planning does not end with your own life. Together we shape the handover, your estate and your family's wealth strategy so that values, responsibility and outlook are preserved.

Read more

Which topic still needs your attention?

The Check-Up shows you where you stand in three minutes.

Start the Check-Up Book a consultation