Zoom Meeting Asset Protection & Private Wealth Consulting

Exclusive 1:1 Consultation for Asset Protection, International Wealth Structuring & Strategic Asset Protection

Kappel & Partner Digital Werk offers individual 1:1 Zoom consultations for entrepreneurs, investors, high-net-worth individuals, and international clients who wish to strategically analyze and further develop their wealth, corporate, and participation structures.

1 Hour Exclusive Zoom Consultation

€2,497 plus 19% VAT

Each subsequent hour

€1,200 plus 19% VAT

The consultation is personal, confidential, and individually tailored to your situation and strategic goals.

Asset Protection Consulting

Development and analysis of individual strategies for the protection and long-term structuring of private and corporate assets.

Possible topics:

• Asset protection strategies

• Asset Protection

• Liability risks

• Wealth structuring

• Ownership and participation structures

• International structuring

• Risk analysis

• Strategic wealth planning

Private Wealth & Wealth Structuring

Strategic analysis of your existing wealth structure and development of possible approaches for a long-term efficient Private Wealth structure.

Possible topics include:

• Private Wealth Strategy

• Asset allocation

• Participation structures

• Company structures

• Real estate assets

• International assets

• Liquidity structures

• Long-term wealth planning

Global Asset Protection & Asset Protection

International asset structures can have different legal and tax consequences depending on personal situation, residence, asset type, and jurisdiction.

In the Zoom meeting, potential asset protection structures can be strategically analyzed and structured.

International Tax & Wealth Strategies

Analysis of international tax and wealth strategy issues.

Possible topics:

• International tax structures

• Residence and tax residency

• International companies

• Participation structures

• Asset transfers

• International investments

• Cross-border wealth planning

Specific tax questions should be coordinated with appropriately licensed tax advisors or lawyers in the respective jurisdictions.

Onshore & Offshore Company Structures

Strategic advice on possible national and international company structures.

Possible topics:

• Holdings

• Operating companies

• International companies

• Investment companies

• Holding structures

• Parent/subsidiary companies

• International corporate structures

• Jurisdictional comparison

The goal is a legally and fiscally robust structuring that fits individual requirements.

International Banking & Financial Structures

Strategic consideration of international banking and financial structures.

Possible topics:

• International bank accounts

• Multi-currency structures

• Corporate banking

• International payment structures

• Liquidity management

• Financing

• International financial centers

• Bank and jurisdictional selection

Trusts & Foundation Structures

Strategic consideration of possible trust, foundation, and asset-holding structures.

Possible topics:

• Trust structures

• Family foundations

• International foundations

• Asset transfer

• Succession planning

• Governance

• Control and management of assets

International Residency & Location Planning

Strategic analysis of potential international residency and domicile models.

This can include considering:

• Personal life situation

• Length of stay

• Tax residency

• Economic activities

• Business locations

• International mobility

• Relevant jurisdictions

Inheritance Tax & Succession Planning

Strategic preparation for asset succession and business succession.

Possible topics:

• Succession strategies

• Asset transfer

• Business succession

• Transfer of participations

• Family wealth

• International succession

• Inheritance tax

• Gift structures

Corporate & Participation Structures

Analysis and strategic development of:

• Corporate structures

• Holding structures

• Investment companies

• Shareholder structures

• International participations

• Management structures

• Exit structures

• Company transfers

Real Estate & Real Estate Portfolio Strategies

Strategic consulting for real estate investors and owners of larger real estate portfolios.

Possible topics:

• Real estate portfolio structuring

• Company structures

• Holding structures

• International real estate

• Portfolio optimization

• Financing

• Cash flow strategies

• Risk analysis

• Long-term wealth accumulation

Business Optimization & Restructuring

Analysis of existing corporate structures and development of possible optimization and restructuring strategies.

Possible topics:

• Corporate structure

• Holding

• Participations

• Cost structures

• Organization

• Financing

• International expansion

• Restructuring

• Strategic realignment

Family Office & Private Wealth Management

For wealthy entrepreneurs and families, comprehensive Private Wealth and Family Office structures can be considered.

Possible topics:

• Family office structures

• Asset overview

• Governance

• Asset management

• Participation management

• Real estate

• Corporate investments

• Succession

• International assets

International Location & Jurisdiction Planning

Not every jurisdiction is suitable for every structure.

Within the strategic consultation, various international locations can be compared regarding their fundamental suitability.

Possible criteria:

• Corporate law

• Tax law

• Regulation

• Banks

• Investment opportunities

• Political and economic stability

• International compliance

• Location costs

• Personal situation

Strategic Implementation & Coordination

Following the strategic analysis, the implementation of the recommended structure can be prepared and coordinated.

Possible steps:

Analysis → Strategy → Structure → Selection of suitable specialists → Implementation → Coordination → Ongoing support

Depending on the topic, this may require, for example, tax advisors, lawyers, notaries, banks, corporate service providers, or other regulated specialists.

Long-term strategic support

If a one-time consultation is to evolve into a long-term strategic collaboration, further Zoom consultation appointments can be arranged.

For example, this can include:

• New investments

• Business changes

• International expansion

• New companies

• Real estate purchases

• Investments

• Succession matters

• Changes of residence

• International structures

can be continuously considered strategically.

Exclusive 1:1 Zoom Consultation

1 Hour

€2,497 plus 19% VAT

The first hour of consultation serves primarily to analyze your situation, your goals, your existing structures, and your most important strategic questions.

Each Subsequent Hour

€1,200 plus 19% VAT

Further Zoom consultation hours can be arranged flexibly as needed.

Who is this consultation suitable for?

The consultation is particularly aimed at:

Entrepreneurs

Investors

Real estate investors

Shareholders

High-net-worth individuals

International entrepreneurs

Families with significant assets

Entrepreneurial families

Investors with international holdings

Individuals with complex wealth and corporate structures

Confidential Strategic 1:1 Consultation

Your individual situation is at the center.

Instead of general information, you will receive a personal strategic consideration of your questions and possible courses of action.

Book Zoom Consultation

Would you like to strategically analyze your:

Wealth structure

Corporate structure

Participations

Real estate

International companies

Banking and financial structures

Succession planning

Residency strategy

Asset protection strategy

Then arrange your personal 1:1 Zoom consultation with Kappel & Partner Digital Werk.

1 Hour – €2,497 plus 19% VAT

Each Subsequent Hour – €1,200 plus 19% VAT

Kappel & Partner Digital Werk

Private Wealth Strategy | Asset Protection | International Wealth Structuring | Corporate Structures | Real Estate Strategies | Succession Planning | International Location Planning

Note: The consultation is a strategic and conceptual consultation and does not replace individual legal, tax, financial, or investment advice by appropriately licensed or regulated professionals. The concrete implementation of international structures should be reviewed by qualified specialists in the respective jurisdictions before implementation. Tax evasion, concealment of assets, or circumvention of legal reporting, tax, or compliance obligations are not supported.