The DF Method
Holistic wealth strategies for sustainable success
The DF Method is our systematic approach to tax optimization and sustainable wealth accumulation. It is based on years of experience and the combined expertise of our expert network.
Phase 1: Assessment
We begin with a comprehensive analysis of your current situation: income, corporate structure, existing assets, tax burden and personal goals.
Phase 2: Strategy Development
Based on the analysis, our experts develop a tailor-made overall strategy. Holding structures, investment vehicles and tax structuring models are individually combined.
Phase 3: Structuring
The developed strategy is implemented in a legally sound and tax-optimal manner. Company formations, contract designs and investment structures are professionally managed.
Phase 4: Ongoing Optimization
Wealth strategies must be continuously adapted to changing conditions. We support our clients permanently and optimize continuously.
Our Principles
Legality – all strategies are based on applicable law
Individuality – no standard solutions, but tailor-made approaches
Holism – all areas of life are considered
Sustainability – long-term wealth accumulation rather than short-term tax savings
Transparency – full disclosure of all risks and opportunities