Corporate Tax & Wealth Advisory · Frankfurt
Strategy first. Compliance always.
Kessler Wealth Advisory structures tax, succession, and cross-border wealth for founders, family businesses, and private clients who need more than a once-a-year filing.
| Operating profit before structuring | 4.820.000 |
| Group relief applied | −612.000 |
| IP licence pooling | −298.500 |
| Cross-border withholding recovered | −141.200 |
| Advance payments re-forecast | −77.400 |
| Tax saving identified | 1.129.100 |
Every line carries a written opinion.
- 0+
- Years Advising Family-Owned Businesses
- 0+
- Corporate & Private Clients
- €0M+
- Tax Savings Identified
- 0%
- Client Retention Rate
The year, planned before it starts.
Six moments where a decision changes the outcome. Most of them fall before anything is filed.
Jan
Structure review
We open the year by re-reading last year's structure against the new rules.
A structure that carries the next generation.
A typical result: operating risk ring-fenced, licence income pooled, the next generation holding through a foundation with voting rights retained.
Corporate
- ·Tax structuring
- ·M&A due diligence
- ·Group restructuring
- ·International tax
Private
- ·Succession planning
- ·Asset protection
- ·Cross-border wealth
- ·Estate structuring
Proactive Structuring
We plan the tax year before it happens, not after.
Full Transparency
Every recommendation comes with the reasoning and the risk.
What a standing partner costs.
Three inputs, one monthly figure, no hourly surprises. The written offer follows the first conversation.
Consolidated revenue
| Standing advisory (partner-led) | 1.620 |
| 3 entities × 650 | 2.633 |
| 2 jurisdictions × 900 | 1.215 |
| Estimated retainer | 5.468 |
- ✓Monthly advisory call with a partner
- ✓Advance-payment management
- ✓Annual structure review
- ✓Unlimited written opinions under 2 pages
Advisory, not just filing
Most firms react to the tax year that already happened. We build structures ahead of it — corporate, personal, and cross-border — so the filing is the easy part.
- I
Corporate Tax Structuring
Entity structure, group relief, and jurisdictional planning built around your actual operations.
- II
Succession & Estate Planning
Multi-generational transfer of family businesses and private wealth, structured ahead of time.
- III
Cross-Border Wealth Advisory
Coordinated tax planning for clients and assets spanning more than one jurisdiction.
- IV
M&A Tax Due Diligence
Buy-side and sell-side tax due diligence, structuring, and post-deal integration.
The Firm
Founded in Frankfurt, Kessler Wealth Advisory advises family-owned businesses, founders, and private clients on corporate tax structuring, succession planning, and cross-border wealth. We work as a standing advisory partner, not a once-a-year filing service.
Minutes of the client.
Memorandum 01
“They restructured our group ahead of a generational handover most advisors only would have documented after the fact.”
Memorandum 02
“The first firm that actually understood our multi-jurisdiction structure instead of just filing around it.”
Memorandum 03
“Clear, direct, and proactive. We knew the plan a year before the transition actually happened.”
A first conversation, without a clock running.
Forty-five minutes with a partner. You bring the structure as it is; we bring the questions. No fee, no obligation.
Topic
Preferred time
- Office
- Bockenheimer Landstraße 51, 60325 Frankfurt am Main