FAMILY OFFICES UND PRIVATE CLIENTS

  • Investment taxation and bookkeeping

  • Real estate investment taxation

  • Bitcoin and Blockchain investment taxation

  • Tax structuring

  • Tax declaration

  • Marriage contract

  • Emergency Case Designs

  • Execution of wills

  • Other family office services

 

SUCCESSION PLANNING

  • Wealth and succession planning

  • Tax liquidity planning in the event of a successor

  • Power of attorney, care and advance directives

  • Execution of wills

 

LEGAL ADVICE

  • Execution of wills

  • Marriage contracts

  • Company law and contracts

  • Contributions and mergers

 

FINANCIAL ACCOUNTING AND BALANCE SHEETS WITH OPTIMIZED INTERFACE

  • Interface optimized accounting in cooperation with various accounting software providers, property managers and banks 

  • Individual BWA displays

  • Account mapping for diverse systems

 

START-UP ADVISEMENT

  • Tax consulting and support from idea inception to exit 

  • Grant advisement

  • Incorporation advisement

  • Introduction and optimization of digital accounting and closing processes

 

BUSINESS ADVISEMENT

  • Company valuations

  • Liquidity planning

  • Individual BWA

  • Controlling report

  • Tax advance calculation

 
 

PROFILE

 

DIGITAL COOPERATION

Digitization is the future. Our goal is to actively support our clients with the introduction of new software and processes and to make optimal use of all existing interfaces. This makes collaboration more efficient and cost effective. We are convinced that any interface can be used technically. We'll show you how!

No more paperwork.

We work exclusively digitally via data rooms such as Dracoon, GoogleDrive, or Box. The data room we agree on depends on your personal wishes and needs. Paper is not an option for us.

LEGAL AND TAX ADVICE FROM A SINGLE SOURCE

We offer a one-stop advisement for your tax and legal questions. We believe only a holistic approach with a comprehensive view from a legal and tax perspective leads to optimal results.

We each have extensive experience in advising private clients, traders, companies and start-ups, which we would like to share with you.

The advantage for you arises in particular from the interlinked and cross-thematic recommendations and the coordination of the consulting fields. This saves you costs and time.

For us, legal advice and tax advice belong together.

 

OUR

COMMITMENT

We take care of you, your legal and tax issues. For us, technical competence and experience are a matter of course, but not sufficient.

We rely on a trusting and cooperative partnership. For us, this is both a requirement and a motivation. We see our motivation in achieving the best for you with personal commitment and the joy of our work.

We are available for you when you need us - via email, phone, or Whatsapp. We guarantee our quality - through competence, friendliness and availability.

 

Our philosophy: We are your sparring partner

 

TEAM

STEPHANIE MÜLLER
Tax Consultant I Certified Family Officer

Fon: +49 176 314 17 560
mueller@vm-finovia.de

Areas of Practice

  • Comprehensive tax advice for private clients and family offices

  • Tax support for start-up companies and investors

  • Taxation of investments

  • Preparation of tax returns and annual accounts

  • Digital bookkeeping with interface optimization

  • Business advisement

  • Investment tax law

  • Accompanying self-disclosures

About

Stephanie Müller is a founding partner of the law firm. She focuses on advising wealthy individuals in the area of ​​tax law and advising start-up companies. In addition, she supports clients with the digitization of processes, preparation of bookkeeping and annual accounts, and offers general business advisement. A further focus of Müller’s is business consulting of investment tax law, blockchain technology and real estate taxation.

Stephanie Müller completed training as a tax clerk in 2009. Subsequently in 2012, she graduated from Munich University of Applied Sciences with a BA in Business Administration. During as well as after completion of her studies Müller worked at Baker Tilly law firm in Munich. She gained experience through several tax departments until she successfully passed the tax consultant exam in 2017. In 2019, she and her colleague Laura Völkel founded the law firm VM Finovia GmbH in Munich.

Languages

German, English

LAURA VÖLKEL
Lawyer I Tax Advisor

Fon: +49 176 322 73 562

voelkel@vm-finovia.de

Areas of Practice

  • Legal and tax advice for private clients and companies

  • Tax planning / Tax structuring

  • National and international succession advice, inheritance and compulsory portion law

  • Real Estate

  • Converstions and transactions advisement

  • Investment tax law

  • Accompanying self-disclosures

About

Laura Völkel is a founding partner of the law firm. Her focus is on advising wealthy private individuals in the areas of ​​tax law, succession planning and general issues of civil law. She also supports clients in drafting marriage and social contracts. In addition, Völkel offers advisement regarding the ongoing and conceptual tax issues of (real estate) companies, family businesses and start-ups.

Laura Völkel studied law at the Ludwig Maximilian University in Munich and completed her legal clerkship there and in Dublin (Ireland). She then began her professional career in 2014 at the law firm Baker Tilly in Munich. In 2018, after successfully passing the tax consultant exam, she moved to a medium-sized tax law firm in Grünwald (Munich). In 2019, she and her colleague Stephanie Müller founded the law firm VM Finovia GmbH in Munich.

Languages

German, English