Client asset management

Customized wealth management

CFE assists a variety of entrepreneurs and freelancers in establishing and expanding their property assets.
A potential client relationship with our firm is always based on trust and professionalism.
From small portfolios of apartment buildings to large commercial properties, from corporate investments to assets in precious metals.

 

Our maxims for your support are:

  • Strategical mandate support
  • Focus on the traditional investment form of direct ownership
  • Classical financing (without life insurance !) and use of modern interest rate hedging instruments (swap, forward swap, cap)
  • Tax-optimized acquisition of apartment buildings, residential complexes and commercial properties
  • Qualified management of the clients' real estateTax-optimized development of real estate assets through tax-privileged maintenance measures Tax-optimized sale of real estate Tax-optimizing use of property companies In cooperation with one of our or your tax advisors, we also offer the following services
  • Tax-optimized development of real estate assets through tax-privileged maintenance measures
  • Tax-optimized sale of real estate
  • Tax-optimizing use of property companies

 

In coooperation with one of our or your tax advisors, we also optimize the key areas of corporate real estate investments:

  • Extended trade tax reduction according to § 9 I 2 GewStG
  • Profit neutralization according to § 6b EStG
  • Real estate transfer tax savings through share purchases
  • Avoidance of the "acquisition-related expense