Our Work Gallery
We've spent 19 years helping high-net-worth individuals protect what matters most. Each engagement is different. Some clients need investment restructuring. Others want legacy planning that actually works. We document it all here — not to brag, but so you see exactly how we operate.
Multi-generational wealth transfer for technology entrepreneur
Consolidated assets across 7 jurisdictions. Created governance framework his three children could actually understand and manage without constant intervention.
Estate & Legacy Planning
Real estate portfolio optimization
Restructured 12 properties through strategic entity layering. Reduced annual tax burden by €340,000 while maintaining operational control and flexibility.
Tax-Efficient Structures
Succession planning for family business
Built phased exit strategy over 8 years. Positioned business for private equity sale while protecting founder's retirement security. Deal closed at €18.2M.
Investment Architecture
Concentrated stock position unwinding
Client held 73% of portfolio in single company stock. Developed 36-month diversification plan that protected tax position and maintained board influence.
Risk Management