Conscious asset management at home and abroad

In Focus – 27.01.2026

Grow your assets through conscious planning, optimal and secure taxation, and a legal framework that provides security.

Asset management for private clients with specialist expertise and a comprehensive approach

Wealthy individuals face a number of specific financial, tax and – perhaps surprisingly – personal and family issues when managing their investments and income. Decisions must be made taking all relevant factors into account: treating family members fairly while preserving the value of the assets; complying fully with domestic and international tax regulations while finding the most advantageous tax treatment. Just as every person and every family is different, personal and family assets also require individual treatment!

What does the LeitnerLeitner Private Clients business division offer you in the field of asset management?

an individual approach and trust,
conflict management,
security,
balanced growth,
predictable and favourable tax burden.

We find the optimal tax burden and long-term wealth preservation solution for every life situation and family structure.

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For whom did we create our Private Clients Business Unit offering premium asset management?

The Private Clients business Unit specializes specifically in tax and wealth planning issues for

private individuals,
high net worth families, and
family-owned structures.

Although the focus is on the taxation and social security treatment of personal income, wealth, inheritance, and international mobility, we also examine the situation from a complex corporate perspective if required.

Why choose the LeitnerLeitner Private Clients division for managing your wealth?

Highly qualified expertise, empathetic conflict management

Our colleagues have specialized knowledge and are certified wealth planning experts. At the same time, this area is particularly sensitive, as family conflicts often arise when dividing assets. Our person-centred and empathetic approach combined with our experience in family business advising, ensures successful problem resolution. In our work, we also collaborate closely with our lawyers specializing in family strategy development and the drafting of family constitutions.

Unique interdisciplinary, vertically integrated comprehensive service

LeitnerLeitner’s wealth planners, tax advisors, social security experts, and lawyers cover all aspects of wealth management, from investments and global mobility to generational change. Thanks to their close cooperation, our clients do not have to coordinate or mediate between individual experts. On the contrary, our team of specialists from different areas works together to develop the optimal solution, taking every aspect into account.

Decades of international experience

We established our division by adapting the market-leading services of our Austrian parent company. This allows us to leverage decades of experience in wealth management advisory for families with internationally significant assets for the benefit of the domestic business environment. In addition to the best practices we have adopted, the staff of our Hungarian office also possess extensive experience in tax advisory and family wealth structuring with their exclusive client base.

International network

Effective international collaboration with our group-internal and global advisory partners ensures the optimal structuring of your financial and wealth arrangements anywhere in the world.

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In which situations can you turn to the wealth managers of LeitnerLeitner Private Clients?

Among other things, if

you find it difficult to prepare your tax return because, as a Hungarian tax resident, you receive foreign share allowances, dividends, or crypto income;
you are uncertain about where your income and assets are taxed because you hold residency and income-generating ties in multiple countries;
you would like to separate part of your family assets and manage them in the long term without tax risks;
you would like to transfer your family business to the next generation without a significant tax burden;
you want to make optimal use of your real estate assets from a tax perspective;
you have been selected by the tax authority for a support procedure or an audit;
you are considering which country would be the best place to locate your holding company’s registered office;
you are curious about what a foreign tax authority knows about your financial situation.