family business

Consulting for generations, values ​​and responsibility

We support family-run businesses with strategic, tax, and structural issues – with a sense of proportion, clarity, and understanding of entrepreneurial dynamics.

Family businesses and entrepreneurial families need advice, sensitivity and substance

Family businesses operate differently: decisions are often long-term, values ​​play a central role, and economic success is shaped by intergenerational responsibility. At the same time, complex challenges arise – from succession planning to tax optimization and shareholding structure to family governance.

Moore TK provides holistic support to family businesses – with in-depth expertise, entrepreneurial spirit, and a genuine interest in your business. As a firm with a 360° consulting perspective, we combine tax consulting, corporate structure, and digitalization into a consulting approach that works – and is a perfect fit for your company.

 

 

Challenges & solutions from practice

Complex investment and holding structures
e.g. tax support in setting up an international fund structure with intermediate companies, sub-participation and management participation

Buy-and-build strategies with tax harmonization

Consolidation of 5 operating units under one holding company, structuring of internal service allocation and group-wide reporting structures

Exit structuring & PPA

Tax optimization and purchase price-related valuation for share deals with listed companies, including PPA and valuation of intangible assets

Transparent investor communication & reporting
Establishment of a standardized KPI dashboard (Power BI) for monthly fund reporting to Limited Partners

Overview of our services

Succession & company transfers

Forward-looking planning and implementation of business successions within the family, e.g., through incorporation into family holdings, tax-optimized share transfers, and safeguarding the outgoing generation

Shareholder structures & family constitution

Drafting and further development of shareholder agreements, voting rights and information rights as well as support in the development of a family constitution to ensure long-term coexistence

Strategy & structural consulting

Further development of the corporate structure, e.g., by acquiring external investors, creating holding structures, introducing cash pooling or KPI-based reporting

Ongoing tax advice

Continuous support of the company and the entrepreneurial family in all tax matters, including structuring of shareholdings, capital investments and real estate

Conflict prevention & moderation among shareholders

Mediation in tensions, moderation of strategy dialogues and development of sustainable decision-making structures for growing entrepreneurial families

Investment & growth projects

Tax structuring and economic support for expansion, strategic investments or real estate projects – also with a view to future succession

Asset structuring in the corporate environment

Development of holistic solutions for the separation of business and private assets (e.g. through real estate holdings, foundation models or asset management structures)

Our consulting approach

We see family businesses not only as a mandate, but as a responsibility. Our advice is reliable, long-term and individually tailored to your values ​​and goals. We combine economic understanding with tax depth and personal support – for sustainable entrepreneurial success. Today and tomorrow.

Contact us

Matthias Rohr
Dipl.-Bw. (FH), Auditor, Tax Advisor
Dr. Matthias Ritzi
Dipl.-Kfm., Auditor, Tax Advisor
Prof. Dr. Christoph Freichel
Tax Advisor, Specialist Advisor for international Tax Law, Auditor

Vote

What our clients / partners / etc. say

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Private equity

We support investors, funds, and portfolio companies throughout the entire investment cycle – tax-wise, structurally, and strategically.

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Venture Capital

From investment structure to exit preparation: We support venture capital funds with financial clarity and tax expertise.

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Family Offices & Private Clients

Whether it's asset structure, succession planning, or international issues – we advise entrepreneurial families and family offices personally, discreetly, and in a structured manner.

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family business

We support family-run businesses with strategic, tax, and structural issues – with a sense of proportion, clarity, and understanding of entrepreneurial dynamics.

We are here for you!

Personal. Digital. Uncomplicated.

Whether you have questions about our services, would like to arrange an initial consultation, or are simply looking for a direct exchange – we look forward to hearing from you.