Specialist for Usufructuary Topics
Wealth Transfer with Income Protection
Do you want to transfer wealth to the next generation or to third parties in a carefully optimized way? And still “enjoy” the income from the wealth to be transferred just as before?
A usufruct custody account offers one of the most intelligent options for passing on wealth. It is particularly suitable for entrepreneurial families, founders, and wealthy private individuals who wish to continue to use income themselves without losing control.
As one of the few specialists in this field, we can provide you with comprehensive advice on the strategic use of usufruct. Whether as part of a family, for company succession or to protect related parties.
Usufruct models open up individual, legally secure ways of transferring wealth efficiently while optimally structuring the applicable gift or inheritance tax.
Your advantage? You retain full control over your income. You continue to receive dividends, distributions and interests. At the same time, the recipients benefit from an early and tax-optimized transfer of wealth.
We will calculate your tax advantages for you individually and free of charge. Allow yourself to be surprised by the often-underestimated and creative power of usufruct - we will show you ways to transfer wealth wisely without having to forego your income.
BPM - Berlin Portfolio Management GmbH
Uhlandstraße 33
10719 Berlin
Germany
Telephone of the managing directors
(Uwe Günther & Thomas Pass)
+49 30 8871087-10
+49 30 8871087-17
E-mail
bpm@berlin-pm.com