What is tax advice within private wealth?

Tax advice for wealthy families and entrepreneurs goes beyond simply complying with legislation. It is about strategically structuring wealth, leveraging tax benefits, and anticipating changes in regulations. Good tax planning takes into account personal objectives, intergenerational transfer, privacy, and compliance.

When is tax advice essential?

Tax advice becomes particularly important when engaging in major transactions, business succession, international activities, or in building and protecting family wealth. But even in quieter times, fiscal insight creates opportunities for optimization. For example, in aligning income streams, setting up investment structures, or designing an estate strategy. Timely advice helps prevent tax burdens and legal pitfalls, and contributes to sustainable wealth management.

Benefits of strategic tax advice

A proactive tax strategy offers families and entrepreneurs, among other things:

• Optimization of tax burdens on income, wealth, and transfers
• Structuring of businesses, holdings, and investment vehicles
• Preservation and transfer of family wealth across generations
• Alignment with national and international regulations
• Clarity and transparency through clear reporting and communication

What can be advised?

Tax advice touches all aspects of wealth. Consider:

• Establishing and restructuring businesses and holdings
• Wealth planning, including donations and testamentary arrangements
• International residence or business: migration, tax treaties, exit taxation
• Investment structures and real estate taxation
• Employment and compensation structures within family businesses
• Fiscal aspects of governance and family offices
• Compliance and risk management

How is this shaped?

We begin with an in-depth understanding of your situation, ambitions, and structures. Together, we map out your fiscal position. We then design a strategic plan that balances fiscal opportunities with legal and personal considerations. This plan is translated into concrete action points and, where necessary, legal or notarial documents.

Consider, for example:

• Shareholder agreements with tax clauses
• Family funds or STAK structures
• Wills, prenuptial agreements, and donation plans
• Structures for real estate or investments
• International structures aligned with fiscal and legal frameworks

Why HVK Stevens?

HVK Stevens combines in-depth tax expertise with legal and notarial strength. Our specialists work in an integrated way and have experience with both national and international wealth structures. We understand that tax advice for families can be personal and sensitive. That is why we advise discreetly, strategically, and tailor-made — with a focus on protecting, growing, and transferring your wealth.