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Attorney at Law, Certified Tax Advisor, Senior Manager
Deutsch, Englisch
Martina Weber is a Senior Manager at GRÄFE Tax & Legal, advising private clients and investors since 2010. Before joining GRÄFE Tax & Legal, she worked at several internationally connected tax consultancy firms, where she refined her expertise in complex and unique cases. In her view, successful wealth succession planning requires a balance of legal and tax proficiency, coupled with a deep understanding of personal and economic goals.
By adopting a structured approach, Martina identifies key tax optimization opportunities and develops solutions tailored to each client’s individual circumstances. She believes that focusing solely on tax or solely on legal issues can lead to misaligned strategies. Her goal is to ensure that every plan is both legally sound and tax-efficient, while remaining mindful of the client’s personal wishes.
In the area of wealth succession, no two cases are alike. However, recurring classic themes and challenges often arise. Based on our experience, a structured approach is crucial. By identifying tax optimization opportunities, we develop tailor-made solutions for our clients that focus on their individual needs and circumstances.
Those who only think in terms of taxes often overlook the personal and economic needs of the client. Those who focus solely on legal aspects risk incurring unnecessarily high tax burdens. Amid all technical and professional expertise, we must never forget one thing: it’s about finding solutions that are not only legally and fiscally optimal but also reflect the client’s personal wishes and visions.
Julius-Maximilians-University of Würzburg:
