Platzl 4 (Orlando Haus)
D-80331 München
Telefon+49 (0)89 224655
e-Mail: info@dr-weigl.com (no eMail in case of deadlines)
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Private asset management
Even private assets (and assets do not start at several million) must be recorded and managed with increasing precision and detail. We provide support for the resulting tax and legal questions based on our many years of experience, including for members of a family office.
Monitoring the results of the investment strategy is part of private asset management. Similar to an annual financial statement in the corporate sector, you also receive a comparison of expenses and income as well as assets and debts.
If this is compiled over the years and presented graphically, fact-based decisions can be made in the area of private assets, just like in a company.
In addition, the tax consequences of decisions made or planned are calculated, as well as liquidity planning.
Our consulting focuses:
Private accounting
- Determination of your income and expenses, prepared based on individual criteria
- Household check procedure for employed domestic helpers
- Liquidity analysis
- Determination of income to prepare your tax return
- Projections for financial changes
- Projections for real estate financing and loans
- Comparison of financing alternatives
- RRegular consultations
Asset analysis, submission of applications
- Statements of assets and debts for financing as well as for the preparation of wills and anticipated inheritance
- Advice on the tax consequences of various investments
- Development of your individual asset planning Second home tax returns
- Submission of applications
Tax planning
- Calculation of the tax consequences of purchases and sales
- Review of tax prepayments
Liquidity planning
- Projections to secure your liquidity for various life situations
- Creation of liquidity plans for financing
- Clear preparation of liquidity development