Finance and risk control

More wealth in a planned and controlled manner The own assets in a planned and future-oriented management as well as value-enhancing and risk-optimized investment requires the highest degree of Knowledge and time. Not everyone who has achieved a certain level of wealth is also a financial or controlling expert , so it is advisable to […]

Lawyer for investment law in Munich

Investment law: Ask at the right time The investor protector Heinz Gerlach (*1945, +2010) once said that the typical investor at the regulars’ table only has three questions: First question: The investor waves various prospectus documents and asks “Is that something?”Second question: “And what’s the best?”Third question (usually after months or years): “What is the […]

Total loss for pension scheme of the managing partner in GmbH insolvency

– New BGH ruling: How the insolvency administrator achieves confiscation and immediate realisation   The most common form of company pension scheme (bAV) for the managing partners is the pension commitment. A new ruling by the Federal Court of Justice (BGH ruling of 18 July 2013, file no. IX ZR 219/11) opens up further possibilities […]

Asset protection – The tricks of the trade

Asset protection: How managers and entrepreneurs try to protect their property You manage million amounts and your decisions have a major impact on the economy, employees and your own company. The managers and entrepreneurs of our time are rewarded for this responsibility with high salaries, profit-sharing and attractive share packages that are more than above […]

Criminal tax fraud or money laundering with the help of foundation trustees and life insurance companies

Johannes Fiala, Peter A. Schramm It is the responsibility of the capital investor to have “tax saving models” examined independently of “fee and commission interests” before making an investment decision. Because even re – nommierte credit institutes arrange dubious investment models until today. Seit Jahren schreiben Steuerfahndungsstellen Bundesbürger wegen „Ermittlungsverfahren nach § 208 Abs. 1 […]

In the end, it hits the financial advisor

In the wake of the EU Insurance Mediation Directive, financial advisors would be well advised to consider the issue of liability and coverage through financial loss liability insurance, as the following example illustrates. Ralf W. Barth IN A CONCRETE CASE, a fund participation in Falk Fonds 75, we would like to illustrate the explosive nature […]