Wealth Planning

Tax analysis and advice

Goldbach Capital’s prime objective is to protect and grow the assets of its clients. Our wealth management approach includes reviewing the charges associated with all relevant categories of taxes in multiple jurisdictions.


“…Goldbach is a boutique advisory firm…”

Advice and actions can then be suggested in an attempt to legally optimize the taxes that clients pay, in full consideration of the tax laws and regulations of any relevant jurisdiction. Our pool of existing clients and their specific needs have translated into a particular expertise in the following tax-sensitive transactions:

  • Entrepreneurs selling their businesses and top managers cashing in their stock-option plans
  • Individuals and families relocating to a new country
  • Managing the cash flows of business and finance top managers getting mostly paid in stocks, options and other deferred revenues

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