TABAK Consulting advises investors and family offices in Germany and internationally – from the first structural considerations to the ongoing administration of a €1.4bn portfolio.
Mittelstand companies, family offices and high-net-worth individuals based in Germany. Focus: optimising existing structures, protecting wealth, arranging succession.
Investors and companies from EU member states with plans for the German market. Focus: establishment, EU parent-subsidiary optimisation, regulatory integration.
Investors from the US, GCC, UK, Switzerland, Asia and other non-EU countries. Focus: full market entry, substance build-up, ATAD-compliant structures.
You fit several profiles at once — say, an EU investor with German shareholdings and third-country production? That is the rule rather than the exception.
Investor questions are rarely generic. They arise in concrete situations — usually when time is running short. Four scenarios you probably recognise:
"I have an acquisition target in my sights — but the structure for it doesn't exist yet."
Shelf Company (Vorratsgesellschaft) with a bank account already in place, an express holding for the acquisition structure, banking contacts for acquisition financing — ready to act within days, not months.
"I want to carve a business unit out of my group — and sell it separately."
Tax-neutral conversion, IP and contract transfers, substance build-up in the target entity, a vendor-due-diligence-ready buyer presentation — all from one engagement.
"I produce outside the EU — but my margin gets stuck at customs."
A German GmbH as contracting and distribution party: the Made-in-Germany halo, German jurisdiction, EU market access through a single door — with a measurable margin uplift that pays back the structuring costs within months.
"I want to sell in 3–5 years — and today I don't have the right holding structure."
§ 8b KStG makes 95% of the capital gain tax-free — but only if the structure has been in place long enough. If you want to sell in 2030, you structure in 2026.
Each card is a typical investor engagement area. A click opens either the in-depth detail page — or the enquiry form directly, with the right context already pre-selected.
"You have several shareholdings — but no architecture."
"You know what you want to buy — we know where to buy it."
"Before anyone buys, you have to be buyable."
"A business unit that is worth more outside than in."
"Production outside the EU — distribution from Germany."
"You can't overpay what you don't measure."
"The acquisition is good. The integration decides."
"One advisor per asset class is three advisors too many."
The most important tax decision isn't made by the buyer — it's made by the seller. Three to five years before the planned exit is when it is decided whether 95% of your capital gain stays tax-free — or half of it goes to the tax authorities.
If the holding GmbH sells its operating subsidiary, 95% of the gain is tax-free under § 8b KStG. If the individual sells directly, a burden of around 28% remains (partial-income taxation).
*Highly simplified example. The actual effect depends on book value, shareholding percentage, holding periods and your overall situation. Not tax advice in the legal sense.
Investor engagements demand something a website struggles to convey: trust before contract. The following six points are not marketing promises — they are the cornerstones our client relationships have rested on for more than 20 years.
Tax engagements run through our partner tax firm TABAK Steuerberatung — where professional secrecy applies under § 57 StBerG, protected from information requests and seizure. On request, we additionally negotiate NDAs covering the entire engagement. In the investor business, discretion is not a "nice to have" — it is the precondition.
When the acquisition deadline expires tomorrow at noon, you don't need an advisor who "will have to look at it next week". We decide on structures within hours, not within days. Shelf companies, established banking relationships and a back office ready to deploy make that possible.
Our average client relationship runs for 12+ years. With us, your contact person doesn't change every two years because the team rotates. You know your advisor — and your advisor knows your family, your structures, your goals.
We manage mandates from €5 million to over €500 million in asset value. Structures grow with you. What you start today can be a two-tier family office in 10 years — without ever changing advisors.
Tax, holding structure, property management, workspace, IT, cybersecurity and media — all under one roof. No coordination losses, no "we'll need to check with the lawyer", no contradictory advice from different houses.
Clients from Saudi Arabia, the US, the UK, Switzerland, Singapore, Israel, Brazil… We coordinate structures worldwide — with partner firms in every relevant jurisdiction, but you always speak to the same contact in Mannheim.
Investor engagements need clarity. What happens when you contact us? Here is the typical process at TABAK Consulting — from first contact to a signed mandate.
You get in touch — by phone, email or via the Investor Briefing. We respond within one business day, clarify fit, and put an NDA in place if required.
In person at Augustaanlage 33, by phone or by video. We get to understand your background, your goals and your parameters — and tell you honestly whether we are the right fit.
A written structure proposal with three variants, tax modelling, substance requirements and concrete next steps. You decide on the basis of complete information.
Incorporation, bank accounts, substance, tax registration — fully coordinated by us. After that: dedicated contacts, regular reporting, and responsiveness when acquisitions arise.
Investors decide on data — not on promises. Here is the honest record of the TABAK client base after more than 20 years of advisory practice.
* As at 2026. Detailed breakdown in the Investor Briefing.
TABAK Consulting sees itself as the German point of contact for investors from the GCC states — the United Arab Emirates, Saudi Arabia, Qatar, Kuwait, Bahrain and Oman — as well as the wider Middle East. If you invest in Germany, you will find in us one contact for everything that sustains an investment: structure, substance, ongoing administration and market access.
In the investor business, sensitive information comes into play early: asset positions, planned transactions, family constellations. We share this information with no one — not with banks without a mandate, not with auditors without an engagement, and not with the tax authority without a legal obligation.
Full case studies form part of our Investor Briefing under NDA. Here are three anonymised excerpts — no names, no identifying details, but with the structure that matters.
Current market assessments, case studies and structural considerations – personal, confidential, on request under NDA.
