Family Offices & Private Clients
Shaping wealth, supporting generations
Whether it's asset structure, succession planning, or international issues – we advise entrepreneurial families and family offices personally, discreetly, and in a structured manner.
Wealth is responsibility – and deserves advice that offers more than just numbers
Entrepreneurial individuals, entrepreneurial families, and family offices face complex challenges: sustainable wealth creation, tax optimization, generational change, international investments, and emergency planning.
Moore TK provides you with personal, discreet, and structured support – from tax-focused structuring of your investments to the design of succession or holding structures. With many years of experience, in-depth tax expertise, and an understanding of family dynamics, we create real scope for action – long-term and on equal terms.
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
Strategic asset structuring & succession planning
- Development of tax-optimized corporate structures (e.g. holding structures, “cash box”, finance KG, GmbH blocker)
- Succession planning including marital property regime swing, usufruct, family home swing
- Design of family governance concepts & strategic support during generational change
- Personal “precautionary case” with powers of attorney, wills and emergency provisions
Asset protection & management of complex assets
- Structuring of liquid and illiquid assets (real estate, private equity, art, cryptocurrencies, capital market investments)
- Analysis and tax assessment of individual asset classes (e.g. stocks, bonds, gold)
- Tax returns and compliance for high-net-worth individuals and family businesses
- Cooperation with family offices, banks & notaries
International structuring & relocation
- Advice on avoiding exit taxation & support with international changes of residence
- Design of cross-border shareholding structures & repatriation strategies
- Reclaiming foreign withholding taxes & reconciliation of international tax obligations
Reporting & tax compliance
- Development of individual reporting structures
- Tax advice on international matters, including exit and return taxation
Our consulting approach
Family wealth is more than just numbers – it is emotional, complex and cross-generational.
Our advisory approach combines tax excellence with entrepreneurial insight and family-like sensitivity. Whether it's succession planning, international structuring, or asset protection – we provide clarity and operational certainty.
We translate complex tax options into clear, structured solutions – with understandable models and visualized structures that have a long-term impact.
Contact us
Vote
What our clients / partners / etc. say
Private equity
We support investors, funds, and portfolio companies throughout the entire investment cycle – tax-wise, structurally, and strategically.
Venture Capital
From investment structure to exit preparation: We support venture capital funds with financial clarity and tax expertise.
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.
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.
