Finance and risk Control

Planvoll und kontrolliert zu mehr Vermögen Das eigene Vermögen planvoll und zukunftsorientiert zu betreuen sowie wertsteigernd und risikooptimiert anzulegen, erfordert ein Höchstmaß an Wissen und Zeit. Nicht jeder, der es zu einem gewissen Vermögen gebracht hat, ist auch ein Finanz- oder Controlling-Experte und so empfiehlt es sich, unabhängige Expertise  und externes Know-How mit ins Boot zu holen, um optimale […]

The foundation as a rock in the surf – value preservation and tax relief via the foundation

Foundations have existed in Germany for centuries. Some of them still exist today and have survived wars, recessions, banking crises, changes of government and other events. Many assets – such as works of art, collections, buildings with land – could be preserved for posterity with the help of a foundation. The topic of „foundations“ has […]

Our lecturers – Dr. Johannes Fiala, Attorney at Law

Dr. Johannes Fiala (48) teaches civil law and insurance law in the insurance course. He also designs the lecture series „Liability Risks for Intermediaries“ and is available to the course management with advice and assistance in all insurance law and also didactic questions. Dr. Fiala is one of the few lecturers who have had a […]

Inheritance is becoming more expensive: Trust foundation as a progressive and flexible solution for doctors

Johannes Fiala, Frank M. Strobelt Medium-sized entrepreneurs – including many doctors, dentists and pharmacists – are currently facing a variety of problems for which they urgently need efficient solutions: According to calculations by the Institute for SME Research, over 300,000 family businesses are facing a change of ownership in the next few years. It is […]

Kick-Backs und MiFID: Milliardenhaftung für Banken,Vermittler, Vermögensverwalter

*von Johannes Fiala, Rechtsanwalt (München), Mediator (Univ.), MBA Financial Services (Univ.Wales), MM (Univ.), geprüfter Finanz- und Anlageberater (A.F.A.), EG-Experte (C.I.F.E.), Lehrbeauftragter (Univ. of Cooperative Education), Bankkaufmann (www.fiala.de) ?Reich wird man erst durch Dinge, die man nicht begehrt.? (Mahatma Gandhi, indischer Politiker, 1869 – 1948) Zunehmende Gefahren durch Kick-backs Das Thema der Kick-backs führt nach der […]