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360° Approach

Service Advisory Packages

Our advisory service packages are tailored to meet the individual needs of entrepreneurs and entrepreneurial families, private clients, single family offices, and foundations. Each service package follows a structured approach to meet your tax, legal, and strategic requirements, with solutions specifically designed for your unique challenges. The contents of our advisory packages are based on our extensive experience and provide valuable support in your specific situation. However, these contents are not exhaustive and do not need to be fully utilized. You can select the aspects that are relevant to you, and we will gladly assis you after an initial, non-binding consultation.  

Whether you need support with wealth planning, succession strategies, corporate structuring, or regulatory compliance, our team offers multidisciplinary support to help you achieve your goals.

Entrepreneurs & Entrepreneurial Families

We support entrepreneurs and their families at every stage of their business and family journey, offering strategic legal and tax advice that promotes business growth, protects personal wealth, and unites the family in their endeavors. Our advisory services for entrepreneurs combine practical business management expertise with technical proficiency, helping you seize opportunities and confidently overcome challenges.

Ideal for

Business Owners and Entrepreneurial Families
Business owners planning their exit
Startup Founders
Serial Entrepreneurs

Service Packages

Standard
Business Formation
Strategic selection of the appropriate legal form and its establishment, including international structures.
Initial Tax Structure
Tax-efficient business and ownership structuring.
Legal Compliance
Ensuring compliance with regulatory requirements across jurisdictions.
Investment Planning (add on)
Legal framework for capital raising and investment structures.
Accounting Service (add on)
Supporting with your bookkeeping, preparation of tax returns, and financial statements business accounting and tax paperwork.
Learn more of this package
Scale
Succesion & Exit Planning
Strategic, planning, and structuring. Including next-gen integration.
Cross Border Mobility
Planning with personal mobility and International Investments.
Wealth Preservation
Asset protection strategies avoiding internal and external risks.
VC & PE Investments
Tax and legal due diligence.
Learn more of this package

Private Clients

Our services for private clients are tailored to individuals who require sophisticated legal and tax advisory. Whether you want to build, develop or preserve wealth, we create tailored solutions that protect your interests and optimize your financial position. We combine personal attention with professional expertise to secure our assets and ensure your personal goals are achieved in the long term.

Ideal for

High-Networth Individuals (HNWIs) planning their (anticipated) succession and intergenerational wealth preservation
HNWIs seeking personalized legal and tax advice
Individuals with international assets or income
Individuals requiring cross-border legal tax compliance

Service Packages

Essential
Personal Tax Returns and Obligations
Comprehensive preparation of tax returns and tax planning calculations, compliance with German and cross-border tax obligations.
Basic Succession Planning
Tax-optimized and interest-oriented estate planning conepts. Inheritance tax calculations and establishment of initial, simple, family governance structures.
Will Drafting and Essential Emergency Documents
Preparation of basic documents such as marriage and inheritance contracts, general and healthcare powers of attorney, living wills, etc (so-called "emergency kit").
General Legal Advisory
Ongoing legal support for personal matters (purchase of assets/real estate, rental, contracts with banks, asset managers, etc.) contract review and general advice.
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Advanced
International Wealth & Income
Analysis of your individual situation, development of a comprehensive 360° strategy and tax-optimized solutions for global assets and income.
Asset Protection
Complex structuring and strategies to safeguard your assets in multiple jurisdictions, considering family aspects.
Wealth Architecture
Tax and legal advice on investment structures, development of frameworks for managing your wealth, and guidelines for family governance.
Cross-border Compliance
Comprehensive monitoring and support in fulfilling your cross-border tax and legal obligations, as well as reporting requirements.
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Single Family Offices (SFOs)

Our family office practice offers tailored solutions for larger families with substantial wealth. We are well-versed in the sensitive and interactive dynamics of family interests, business interests, and the need for wealth preservation. We are familiar with the latest developments in the alignment and organization of single family offices and the relevant standards. Our services are designed to support both single family offices (SFOs) themselves and their beneficiaries and owners, ensuring smooth wealth transitions and family cohesion.

Ideal for

Established SFOs requiring comprehensive legal & tax support
Families thinking about setting up a SFO Established SFOs requiring comprehensive legal and tax advice with a focus on current strategic and organizational issues
Families considering the establishment of an SFO
Families preparing for a generational transition and seeking to professionalize wealth structures, service providers, and organizations
Families needing complex and long-term governance structures
Families with global business interests and worldwide residency

Service Packages

Starter
Multi-generational Planning
Structured approach for the smooth transition of wealth and responsibility to the next generation(s).
Family Governance
Development and implementation of family constitutions, shared values and decision-making frameworks.
Wealth Strategy & Architecture
Comprehensive planning for wealth preservation and growth over multiple generations, considering asset allocations; inclusion of in-house family expertise and external advisors.
Risk Management
Identification and mitigation of legal, tax, and operational risks.
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Scale
Accounting & Reporting Services
Support with bookkeeping, fulfillment of tax return and documentation obligations, and assistance with wealth accounting and reporting.
Legal House Keeping
Preparation and review of legal documents and contracts (e.g., rental agreements, purchase agreements, partnership agreements), including important family documents (inheritance and marriage contracts, powers of attorney).
Family Constitution Development
Review and adaptation of existing family constitutions to current challenges.
Internal Structure Optimization
Comprehensive review and optimization of the existing family office structure for maximum efficiency.
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Family Foundations

With our experience, we support your family and charitable foundations in achieving their goals while meeting all requirements efficiently and in compliance with regulations. We understand the unique challenges of establishing and managing foundations in Germany and other jurisdictions.

Ideal for

Founders
Family Foundations
Charitable Foundations

Service Packages

Starter
Initial Foundation Workshop
Developing your individual goals and a deep understanding of your assets and legacy. Explanation of various foundation forms and joint exploration of which foundation form best meets the identified individual aspects.

Understanding your individual needs, legacy goals, and explaining different types of foundation structures. Let's do a deep dive into what legacy you want to leave behind.
Tax Structuring & Legal Establishment
Joint development of an individual, sustainable, and flexible charter. Assistance with the necessary approval processes with the relevant authorities (foundation oversight, tax office).
Learn more of this package
Scale
Ongoing Tax & Legal Compliance
Ensuring adherence to regulatory and tax requirements in national and cross-border context.
Restructuring of Existing Foundations
Adjusting charters, especially fundamental changes in cases where fundamental aspects have changed since the foundation was established
Learn more of this package
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GRÄFE Tax & Legal is a boutique advisory firm specializing in tax and law particularly in wealth and succession planning for entrepreneurs and entrepreneurial families, private clients, single-family offices (SFOs), and foundations. Whether our clients are down the road or across the world, we advise clients on German and cross-border legal issues, protecting and growing wealth.  

Our services include tax and legal structuring and succession planning for your wealth and entrepreneurship. We go beyond law and taxes towards family governance. Additionally, we support your ongoing tax compliance and advisory in the private equity asset class. We rely on a reliable international and multidisciplinary network.

Not based in Munich? No problem! Our clients are at home everywhere – we stay in close contact, whether nationwide or cross-border, and advise you wherever you are.

Grateful for

Our People

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Transforming Possibilities into Reality

We specialize in harnessing the power of artificial intelligence, crafting cutting-edge database solutions, performing advanced analytics on vast datasets and delivering cloud-native software that fortifies your resources.

Hear from our clients who have known us at GRÄFE for years

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Read more of our references

“I have appreciated the comprehensive tax advice provided by Dr. Maren Gräfe and her competent team for many years. The breadth of expertise, combined with extensive know-how in matters of private succession planning and wealth transfer, stands out in particular. Her open, unconventional approach to complex issues has consistently impressed me. Additionally, over the past few years, Dr. Gräfe has built a knowledgeable team in Munich that provides confident advice on various tax matters.”

Claus-Dietrich Lahrs - Former CEO of Hugo Boss, Bottega Veneta and s.Oliver

“Maren Gräfe and Andreas Wildgruber have been advising our family on private matters and new entrepreneurial ventures for many years. They have earned our trust across generations. Initially, Maren guided us through the transition and subsequent sale of company shares. Maren's approachable manner and ability to simplify complex issues make her advice invaluable. She truly embodies the qualities of modern consulting.”

Family Bingmann - Munich, Germany

“Dr. Maren Gräfe and her team at GRÄFE Tax & Legal are central partners to us in collaborations with tax advisors and attorneys. GRÄFE Tax & Legal delivers top-notch tax and legal consulting services across all types of assets and investments. Complex and international assets in particular are one of their core specialties, something our clients truly appreciate. It’s remarkable that GRÄFE Tax & Legal also keeps a close eye on the economic and regulatory effects of investments: they especially understand the interface between asset bookkeeping and reporting, including how it functions for more complex family estates. We greatly enjoy working with Dr. Gräfe and Ms. Ashauer-Moll on creating high-quality tax reports and performing the related preparatory tasks regarding commercial-law and tax-law analyses. In doing so, GRÄFE Tax & Legal develops digital solutions that offer significant added value to our clients, ensuring the highest level of quality in tax consulting—particularly for capital investments within business assets.”

Alexander Etterer - Managing Partner, Owner of Reportify Analytics GmbH

“We truly appreciate the expertise of Maren Gräfe and Stefanie Wagner in cross-border collaborations (for example, setting up Liechtenstein family foundations). Our work together is built on trust and is a great deal of fun.”

Dr. Thomas Nigg - Managing Director at eTrust Ernst Nigg Treuhand- und Verwaltungsanstalt

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Design Lead at Azwedo
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Product Manager @Azwedo
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Design Lead at Azwedo
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CTO at Wedoflow
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Jane Kosova
Design Lead at Azwedo
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Product Ownerat Azwedo
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