TABAK Consulting supports investors and family offices in Germany and internationally – from the initial structural considerations to the ongoing management of a portfolio of €1.4 billion.
Medium-sized companies, family offices, and wealthy individuals based in Germany. Focus: optimizing existing structures, securing assets, arranging succession.
Investors and companies from EU member states with plans for the German market. Focus: establishment, EU parent-subsidiary optimization, regulatory connection.
Investors from the USA, GCC, UK, Switzerland, Asia, and other non-EU countries. Focus: complete market entry, substance building, ATAD-compliant structures.
You fit into multiple profiles simultaneously — e.g. EU investor with German holdings and third-country production? This is more the rule than the exception.
Investor inquiries are rarely generic. They arise in specific situations — usually when time is running short. Four scenarios you are likely familiar with:
"I have a target for acquisition in mind — but the structure for it does not yet exist."
Shelf Company with established bank account, express holding for the acquisition structure, banking contacts for acquisition financing — operational within days, not months.
"I want to spin off a business unit from my corporation — and sell it separately."
Tax-neutral transformation, IP and contract transfer, substance build-up in the target unit, vendor due diligence-capable buyer presentation — all from a mandate relationship.
"I produce outside the EU — but my margin gets stuck at customs."
German GmbH as a contractual and sales party: Made-in-Germany halo, German jurisdiction, EU market access through one door — with measurable margin premium that amortizes structural costs in months.
"I want to sell in 3–5 years — and today I lack the right holding structure."
§ 8b KStG provides 95% of the capital gains tax-free — but only if the structure has been in place long enough. Anyone planning to sell in 2030 should structure in 2026.
Each card represents an investor-typical mandate area. A click opens either the detailed page — or directly the inquiry form with the relevant context pre-selected.
"You have multiple investments — but no architecture."
"You know what you want to buy — we know where to buy it."
"Before someone buys, one must be sellable."
"A business unit that is worth more outside than inside."
"Production outside the EU — Sales from Germany."
"You cannot overpay what you cannot measure."
"The acquisition is good. The integration decides."
"One advisor per asset class is three advisors too many."
The most important tax decision is not made by the buyer — but by the seller. Three to five years before the planned exit decides whether 95% of your capital gains remain tax-free or whether half goes to the treasury.
If the holding GmbH sells its operating subsidiary, 95% of the profit is tax-free according to § 8b KStG. If the private individual sells directly, about 28% tax burden remains (partial income procedure).
*Strongly simplified example. Concrete effect depends on book value, shareholding ratio, blocking periods, and your overall situation. No tax advice in the legal sense.
Investor mandates require something that a website can hardly communicate: Trust before contract. The following six points are not marketing promises — they are the cornerstones on which our client relationships have rested for over 25 years.
Professional confidentiality according to § 57 StBerG — protected from inquiries, court seizures from clients and media requests. We negotiate NDAs additionally upon request. In the investor business, discreet handling is not a "nice to have" — it is a prerequisite.
If the acquisition deadline expires tomorrow at noon, you do not need an advisor who "needs to check next week". We decide structures within hours, not within days. Shelf companies, existing banking relationships, and a ready-to-use back office make this possible.
Our average client relationship lasts over 12+ years. With us, you do not change your contact person 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 assets. Structures grow with you. What you start today can be a two-story family office in 10 years — without having to change your advisor.
Taxes, holding structure, property management, workspace, IT, cybersecurity, and media — all under one roof. No coordination losses, no "we need to consult with the lawyer", no contradictory advice from different firms.
Clients from Saudi Arabia, USA, UK, Switzerland, Singapore, Israel, Brazil… We coordinate structures worldwide — with partner law firms in every relevant jurisdiction, but you always speak with the same contact person in Mannheim.
Investor mandates require clarity. What happens when you contact us? Here is the typical process at TABAK Consulting — from the first contact to the signed mandate.
You reach out — by phone, email, or through the investor briefing. We respond within 15 minutes, clarify suitability, and arrange an NDA if necessary.
In person at Augustaanlage 33, by phone, or via video. We understand your background, your goals, your constraints — and honestly tell you if we are a good fit.
Written structure proposal with three variants, tax modeling, substance requirements, and concrete steps. You decide based on complete information.
Incorporation, bank accounts, substance, tax registration — fully coordinated by us. Afterwards: fixed contacts, regular reporting, responsiveness in acquisitions.
Billion.
— Confidentiality is non-negotiable
with anyone — neither with banks without a mandate, nor with auditors without an assignment, nor with the tax authority without a legal obligation. § 57 StBerG · Professional confidentiality
Family Office · DE
Current market assessments, case studies, and structural considerations – personal, confidential, upon request under NDA.
