About us

We are tax consultants specializing in valuation, accounting and consulting for family offices.

Profile

FAMILY OFFICE TAX ADVISORY GmbH Steuerberatung is part of the FAMILY OFFICE TAX ADVISORY GmbH group of companies. IVA VALUATION & ADVISORY AG, IVA ANALYTICS GmbH and the Creutzmann & Co. Ltd.. IVA VALUATION & ADVISORY AG is an auditing company specializing in company valuations with a company history of around 25 years. IVA ANALYTICS GmbH is a subsidiary of IVA VALUATION & ADVISORY AG specializing in benchmarking, simulations and visualization of company data. Creutzmann & Co. GmbH is an auditing and tax consulting company that has been active in the traditional areas of auditing and tax consulting for more than 35 years.

At FAMILY OFFICE TAX ADVISORY GmbH Steuerberatung, we combine our many years of expertise in the fields of company valuation, real estate valuation and the valuation of intangible assets with the traditional activities of tax consultancy for family offices.

The balance sheet of a family office holding company contains a large number of assets. Investments in companies and real estate holdings are often among the most important assets.

The valuation of company investments and real estate holdings is the focus of the annual financial statements and ongoing financial accounting. Additions and disposals must be properly recorded. This is where we differ from other tax consultants. Thanks to our valuation expertise, we ensure that your company investments and real estate holdings are properly valued in the annual financial statements. In addition, you will receive an overview of the current value development of your company holdings and your real estate as part of the discussion of the annual financial statements. Everything from a single source.

Of course, we also book your current business transactions in your family office and pay the salaries of your employees.

We also support you in all investment and divestment decisions as well as financing and tax structuring issues, if you wish.

Understanding family offices

Family entrepreneurs regularly make decisions taking into account the long-term impact on the company or companies and the family. SUSTAINABILITY has been a top priority here for generations and is not only related to ESG issues.

Family entrepreneurs are aware of the environmental impact of their companies and holdings. Measures for climate protection, resource efficiency, waste management and biodiversity are on their radar (Environmental). Family entrepreneurs have a social responsibility and care about the well-being of their employees, customers and communities. Issues such as working conditions, diversity, health and safety of their employees have always been important to family entrepreneurs (Social). Good Governance in family businesses ensures that companies operate ethically, transparently and efficiently. Good governance aims to manage the company successfully in the long term in accordance with legal requirements while making a positive contribution to society.

Family offices often have strong cultural values and traditions that are passed down from generation to generation.

Andreas Creutzmann is a FAMILY ENTREPRENEUR and knows how entrepreneurs and their families think and act. For more than 30 years, he has been entrepreneurially active in his own family business. He has also been a member of DIE FAMILIENUNTERNEHMER for more than 30 years. From 2018 to 2024, he was regional chairman of DIE FAMILIENUNTERNEHMER in the Rhine-Neckar metropolitan region. From family entrepreneurs to family entrepreneurs and their family offices.

We know that family businesses can only be successful in the long term and make a positive contribution to society if they are profitable. Without profitability and economic and financial success, family wealth can neither be secured nor increased. A successful family office secures the family wealth and increases it sustainably. Investment and divestment decisions in company holdings and real estate must match the family office's risk profile. This requires continuous monitoring.

Businessman smiling in the office building.

Andreas Creutzmann

Andreas Creutzmann is a valuation expert, entrepreneur and speaker. He is an auditor, tax consultant and Certified Valuation Analyst (CVA). Company valuations are Andreas Creutzmann's specialty. He has over 30 years of cross-industry experience in the valuation of international corporations as well as small and medium-sized companies in all relevant sectors (e.g. banks, insurance companies).

As a court-appointed expert, Andreas Creutzmann supports the presiding judges of the major regional and higher regional courts in a large number of structural measures under stock corporation law in determining appropriate cash compensation. He studied business administration at the University of Mannheim.

Andreas Creutzmann has been the founder, majority shareholder and Chairman of the Management Board of IVA VALUATION & ADVISORY AG Wirtschaftsprüfungsgesellschaft, Frankfurt am Main, and Managing Partner of Creutzmann & Co. GmbH Wirtschaftsprüfungsgesellschaft Steuerberatungsgesellschaft, Landau in der Pfalz. He has been an entrepreneur for more than 30 years and has successfully founded several auditing firms and companies.
As founder and Chairman of the Board of EACVA, Andreas Creutzmann established the Certified Valuation Analyst (CVA) qualification in Europe. Since then, more than 1,500 valuation professionals in Germany, Austria, Switzerland and throughout Europe have been trained and certified as CVAs. With the creation of the title "Certified Valuation Analyst", he has created a new professional profile for valuation experts in Europe. The National Association of Certified Valuators and Analysts calls Andreas the "industry titan" of the valuation industry.

Andreas Creutzmann has been a speaker and author for 20 years. In addition to his teaching activities in the field of business valuation, he also focuses intensively on the soft skills relevant to success for freelancers, entrepreneurs and managers. Successful entrepreneurs do certain things differently than less successful ones. In his publications on soft skills, Andreas Creutzmann shares his practical experience as an entrepreneur on the subject of success. Find out more about Andreas Creutzmann at www.creutzmann.eu and follow him on LinkedIn.

Alissa Spies

Alissa Spies is a certified public accountant and Certified Valuation Analyst (CVA). She has many years of experience in the field of company valuation. In addition to the valuation of international groups as well as small and medium-sized companies in the context of stock corporation, conversion and tax law, her area of activity also includes valuation services in the context of preparing annual and consolidated financial statements. The services often also include the valuation of real estate and real estate companies. As an auditor, Alissa Spies also audits the annual financial statements of medium-sized and large corporations and is therefore also familiar with the legal requirements for the preparation of annual financial statements.

Alissa Spies also works for IVA VALUATION & ADVISORY AG Wirtschaftsprüfungsgesellschaft.