PORTRAIT OF A FIRM

PETERS, SCHÖNBERGER & PARTNER

Legal Advice Audit Tax Advice Family Office

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psp@psp.eu www.psp.eu

SCHACKSTRASSE 2 80539 MUNICH PHONE: +49 89 38172-0 FAX: +49 89 38172-204

“We offer interdisciplinary and customised advice.”

THE FIRM BETWEEN SIEGESTOR AND UNIVERSITY

On the basis of its successful history spanning more than 35 years, Peters, Schönberger

& Partner is one of the most highly regarded mid-sized firms in Germany. As tax

consultants, auditors and lawyers, we assist you when you make important decisions

and help you put them into effect.

Our clients include small and medium-sized firms, family enterprises, wealthy private

persons and private equity firms that seek interdisciplinary and customised advice. You

will find that we are a professional, reliable and assertive partner that represents your

legal and tax interests with passion and also performs the traditional tasks of auditors.

The PSP Family Office also assists you in structuring your wealth and has proven

expertise in the fields of succession, foundations and real estate.

“Our top priority is the long-term satisfaction and success of our clients.”

INTERDISCIPLINARY ADVICE TO SECURE YOUR SUCCESS

Peters, Schönberger & Partner has long taken an interdisciplinary approach in which

tax consultants, auditors, lawyers and our Family Office work together. This is also a

key element in our business culture. On the basis of the combined efforts of various

disciplines, we develop solutions that are specially tailored to you and therefore take

account of your specific concerns. In this way, we avoid inefficiencies, communication

gaps and duplicate costs. We work in a result-oriented manner and stand for clear

statements, adherence to deadlines, a sense of proportion, tact and individual solutions.

LEGAL ADVICE

“We combine legal skills with commercial expertise.”

As entrepreneurs, managging direcctors and private persons, you are confronted with a steadily growing number of national and in-ternational laws and regulations in your decision-making. We assist you in legally implementing and securing your business and private decisions. In addition, we offer you professional support when you have to enforce or defend your rights before the court.

Thanks to our interdisciplinary approach, we do not deal merely with the purely legal issues. We also always focus on the commercial back-ground and peculiarities of the different sectors and corporate forms. In this way, we provide efficient, understandable, practical and results-oriented support.

Internationally, we cooperate with law firms with whom we have worked for many years and who, on the basis of our personal experience, have the necessary expertise.

Examples of our advisory expertise

n Corporate, business and contract lawn M&A and corporate finance (legal due diligence,

structuring of transactions, contract negotiations, post-closing disputes)

n Structuring asset transfers under family and inheritance law, developing succession models and estate planning

n Real estate (acquisition, financing and development of properties, fund structures, planning and implementing building projects, assisting communities of owners, commercial rent)n Compliance (risk analyses), Compliance management,

advice in an emergency situation, Compliance due diligence

nTechnology transfer, research cooperation agreements, patent law, trademark law, copyright and copyright contract law

nFoundation law, law of associations, non-profit tax law

Further areas of advice

n Labour lawn Intellectual property lawn Information technology lawn Reorganisation and insolvency lawn Anti trust law issuesn Industrial distribution and supply relationships

LEGAL ADVICE

Our auditors help you achieve your business objectives. A significant part of our work involves auditing separate and consolidated financial statements of larger and global mid-sized firms or family businesses. In addition, our work includes auditing subsidiaries of international groups as well as public sector enterprises and foundations.

In our audits, we always focus on understan-ding your individual business processes and on the informative value of your reports. Besides our pure audit work, we view ourselves as a sparring partner that can offer ideas to manage-ment and the supervisory board and as a trusted partner for your business. Accordingly, we analyse your business from the standpoint of the decision- makers or those that prepare the decisions.

With our transaction advisory team, we offer private equity and investment firms a particular partnership. We assist you prior to, during and after a transaction, advise you when you make decisions and support you in structuring and implementing a transaction.

Internationally, we cooperate with DFK Interna- tional – a globally organised association of inde-pendent audit and consulting firms. This enables us to offer you services of the highest quality even in cross-border engagements.

AUDIT

“We offer you a partnership based on trust.”

Examples of our advisory expertise

n Statutory and voluntary separate and consolidated audits under German standards (HGB) and IFRS

n Corporate transactions / M&A projects (financial and tax due diligence, business valuations, determining methods and models to calculate a purchase price)n Compliance audits and further special audits

(forensic examinations and fraud audits, compliance and process audits)

n Handling business transfers (buying and selling of com-panies, restructurings, changes among shareholders or partners, advising on management buy-outs and buy-ins)

n Performing IT audits (IT systems audit, software selection and software introduction processes, IT due diligence, IT forensic services)

n Certification of Compliance systems in accordance with IDW PS 980

Further areas of advice

n Preparing business valuation opinions in arbitration proceedings

n Organising international reportings, preparation of reports and consolidations

n Advising on introduction of IFRSn Setting up reporting systemsn Consolidation organisation and projectsn Controlling and risk management

AUDIT

“Tax creativity for your individual requirements.”

TAX ADVICE

With its numerous exceptions and special rules, national and international tax law is in a state of constant flux. While you are confronted with ever-changing challenges as an entrepreneur and private person, this also offers you a wide range of opportunities.

Our tax advice always takes account of your needs and your personal situation. Whether you are an entrepreneur, investor or private person, our wealth of experience and interdisciplinary approach enables us to offer you in-depth and comprehensive advice in all areas of tax law. It goes without saying that we look beyond natio-nal borders.

We are conversant with the special needs of mid-sized and family-managed firms and the particu-lar issues facing investors. We develop optimised recommendations for your ideas and strategies to strengthen your market position. In assisting private individuals in their tax affairs, we take into consideration their family background and personal life plans as well as the next genera-tion. Our services cover compliance with tax re-turn obligations, issues concerning personal tax planning and optimisation as well as structuring wealth succession arrangements.

TAX ADVICE

Examples of our advisory expertise

n Advising on tax-optimised structures and tax planning (choice of legal form, structuring of capital measures, tax planning calculations, designing acquisition and invest-ment models)

n Preparing tax returns and separate financial statementsn International tax law (inbound and outbound planning, cross-border corporate transactions and investments)n Business succession (inheritance and gift tax, succession planning, tax issues associated with moving to and leaving Germany)n National and European VAT law (exports and imports

of goods and services, acting as expert, assisting in tax audits)

n Implementation, design and audit of tax compliance systems

n Setting up, supporting and reviewing transfer pricing systems

n Tax disputes and criminal tax law (voluntary disclosures of unreported income, assistance in tax investigations and criminal tax proceedings)

n Advice concerning special IT audits

Further areas of advice

n Optimising M&A transactions from a tax perspectiven Assisting in tax auditsn Company pension plansn Tax opinions for fellow professionals

Large estates are normally complex and mana-ging them involves a great deal of time and effort. It is therefore often difficult for owners to keep track of everything. To enable you to make the right decisions at all times and to protect your wealth in a financial world that changes from day to day, we help you develop a customised wealth profile that reflects your life plan.

Our interdisciplinary approach enables us, as tax consultants, certified financial planners, auditors and lawyers, to offer you expert advice in all aspects of wealth management. Together with you, our Family Office draws up individual wealth strategies and supports you in implementing them. In doing so, we are guided by your family situation, your risk profile and your return expectations. Our constant goal is to create and preserve value jointly with you.

A key element of our work covers wealth monitoring, in the course of which we regularly report on the performance of your assets. You can decide on the scope of the reports.

As independent advisers, our sole obligation is to you, your objectives and your financial future in order to justify the trust you place in us.

FAMILY OFFICE

“Our only obligation is to you and your wealth.”

Examples of our advisory expertise

n Wealth analysis and preparing a statement of assetsn Wealth planning and selecting wealth managersn Devising and implementing a wealth strategyn Monitoring asset performance, investment and cost

managementn Comprehensive asset reports and tax planningn Transferring wealth inter vivos and on death,

administration of wills, health care proxy and living willsn Devising and implementing a foundation-based solutionn Auditing the financial statements of foundations and monitoring foundation assets

FAMILY OFFICE

A NATIONAL AND INTERNATIONAL PRESENCE

We operate wherever our clients need us, as we are aware that personal advice

does not end at the border. This is why we have been a member of DFK International

for many years. DFK is a signifi cant international association of independent audit

and tax consulting fi rms. It embraces more than 400 offi ces in 85 countries. Through

DFK International, we always have a local presence and can also advise you on

cross-border matters individually and personally. With the combined expertise of

DFK International, we are able to support you worldwide with the services that you

expect from us.

In addition, we maintain personal contacts to many excellent advisers abroad.

These have grown over the years and also enable us to give you prompt and

effi cient advice on complex international issues.

Moreover, in complex matters we ourselves work abroad locally. Besides overall

coordination, we ensure that examinations, negotiations and the fi nal documentation

meet your requirements.

Through DFK, we have a localpresence in 85 countries.

Born in 1951

Qualifi cation as public auditor and tax consultant.He worked as a manager in the auditdepartment of Peat, Marwick, Mitchell & Co (now KPMG) in Munich. In 1982, he teamed up with Dr. Jürgen Peters and Christopher Schönberger.Partner.

Drummer and “Hutzenbauer”.

BERNHARD WINTERSTETTERBorn in 1959

Qualifi cation as public auditor and tax consultant. He started his career in 1984 at Peters, Schönberger & Partner. Partner.

Managing director of the PSP GmbH Steuerberatungsgesellschaft in Bad Tölz.

Harley rider and hobby cook.

HARALD DÖRFLER

PARTNERS

Born in 1942

Qualifi cation as attorney-at-law and tax consultant; doctor of law.Before founding Peters, Schönberger & Partner in 1979, he worked as a tax manager at Peat, Marwick, Mitchell & Co. (now KPMG) in Munich.Partner.

Impro actor and ”olivant”.

DR. JÜRGEN PETERSBorn in 1948

Qualifi cation as public auditor and tax consultant. He worked as a manager in the audit department of Peat, Marwick, Mitchell & Co (now KPMG) in Munich and Paris prior to founding Peters, Schönberger & Partner in 1979 with Dr. Jürgen Peters.Partner.

Family father and in-house psychologist.

CHRISTOPHER SCHÖNBERGERBorn in 1963

Qualifi cation as attorney-at-law and tax consultant. He began hiscareer in 1991 at KPMG in Munich and worked as a senior managerin the tax department prior to joining Peters, Schönberger & Partner in 2000.Partner.

Tennis player and skier.

ROLAND W. GRAFBorn in 1967

Qualifi cation as public auditor and tax consultant. He started hiscareer in 1993 in Deloitte‘s audit department in Frankfurt and joinedPeters, Schönberger & Partner in 1998.Partner.

Skier and mountain biker.

STEPHAN NOWACKBorn in 1968

Qualifi cation as tax consultant and certifi ed information systems auditor (CISA). He began his career in 1997 at Haarmann Hemmelrath in Munich. He joined Peters, Schönberger & Partner in 1998.Partner.

Hobby-sommelier and car enthusiast.

STEFAN GROßBorn in 1973

Qualifi cation as attorney-at-law.He began his career in 1999 at Peters, Schönberger & Partner.Partner.

Musician and badminton player.

DR. AXEL-MICHAEL WAGNER

Born in 1974

Qualifi cation as public auditor and tax consultant.He began his career at Peters, Schön-berger & Partner in 1999.Partner.

Pianist and skier.

ANDREAS VOGLBorn in 1959

Qualifi cation as attorney-at-law, tax lawyer and lawyer specialised incommercial and corporate law. He began his career in 1988 as attorney-at-law at Buse Heberer Fromm (formerly Spitzweg) and later became a partner in the fi rm. He moved to Peters, Schönberger & Partner in 2013.Partner.

Literature fan and hiker.

DR. HANNSPETER RIEDELBorn in 1968

Qualifi cation as attorney-at-law and tax consultant. He began his career in 1996 at Hasche Eschenlohr (today CMS Hasche Sigle) in Munich. He joined Peters, Schönberger & Partner in 1999.Partner.

Tennis and golf player.

MAX BOETTCHER, LL .M.*Born in 1968

Qualifi cation as attorney-at-law.He began his career in 1995 at Gaedertz Rechtsanwälte in Munich. He joined Peters, Schönberger & Partner in 2000.Partner.

Skier and sailor.

DR. CHRISTOPH WALLNER*Born in 1971

Qualifi cation as tax consultant and certifi ed fi nancial planner (CFP). He began his career in 1997 at Haarmann Hemmelrath in Munich. He joined Peters, Schönberger & Partner in 1998.Partner.

Mountain biker and surfer.

MAIK PAUKSTADTBorn in 1960

Qualifi cation as attorney-at-law, tax lawyer and tax consultant. He began his career in 1993 at Haar-mann Hemmelrath & Partner and was later a partner at Nörr, Stiefenhofer & Lutz. He joined Peters, Schönberger & Partner in 2012. Partner.

Family father and soccer fan.

STEFAN HEINRICHSHOFEN*Born in 1976

Qualifi cation as tax consultant.He began his career in 2005 at Peters, Schönberger & Partner and moved to Flick Gocke Schaumburg in 2010. He returned to Peters, Schönberger & Partner in 2013. Partner.

Angler and hiker.

DR. ALEXANDER REICHLBorn in 1969

Qualifi cation as attorney-at-law. He began his career in 2002 at Haarmann Hemmelrath & Partner and afterwards was a lawyer at Noerr LLP from 2007. He joined Peters, Schönberger & Partner in 2013. Partner.

Vintage car fan and hiker.

DR. CHRISTIAN WIGGERS*

Born in 1975

Qualifi cation as public auditor and tax consultant. He began hiscareer in the audit department of KPMG in Munich. He joined Peters,Schönberger & Partner in 2009.Partner.

Sportsman and hobby political scientist.

DR. CHRISTIAN ESCHNER*Born in 1969

Qualifi cation as public auditor and tax consultant. She began hercareer in the tax consulting and audit department of a mid-sized fi rm.She joined Peters, Schönberger & Partner in 2015.Partner.

Travel fan and literature enthusiast.

GABRIELE ERHART*Born in 1972

Qualifi cation as tax consultant. He began his career in 2003 as taxconsultant at Ernst & Young and was later a partner at Dr. Mohren &Partner.Partner.

Graphic novel fan and medievalist.

DR. THOMAS FRITZ*Born in 1970

Qualifi cation as attorney-at-law; doctoral degree dr. jur. He started hiscareer in 2002 in the Munich-based branch of the international lawfi rm Gibson, Dunn & Crutcher LLP. He joined Peters, Schönberger &Partner in 2015.Partner.

Producer of operas and mountain hiker.

DR. E IKE W. GRUNERT*Born in 1951

Qualifi cation as attorney-at-law. He worked as a partner in a law fi rmspecialised in industrial property protection as well as in a law fi rmspecialised in non-profi t organisations. Furthermore, he was sole managing director of a factory for prefabricated parts und partner at LKC from 2007. He joined Peters, Schönberger & Partner in 2016. Partner.

Hunter and patron of concert halls.

HANS ROBERT RÖTHEL*Born in 1975

Qualifi cation as attorney-at-law and lawyer specialised in commercialand corporate law. He started his career at Peters, Schönberger &Partner in 2008.Partner.

Cellist and Alfi sta.

DR. HENNING BLAUFUß*Born in 1968

Qualifi cation as public auditor and tax consultant. He began his profes-sional career at KPMG in Stuttgart in 1996. Since 2007, he was in a leadership position in a commercial management in the USA and was working for medium-sized multidisci-plinary law fi rms. He joined Peters, Schönberger & Partner in 2017.Partner.

Skier and baseball fan.

OLIVER MÜNZ*Born in 1981

Qualifi cation as tax consultant; doctorate (Dr. oec. publ.) at theLudwig-Maximilians University in Munich. He began his career in2007 and joined Peters, Schönberger & Partner in 2011.Partner.

Alpine touring enthusiast and mountain biker.

DR. AXEL VON BREDOW, MBR*

*non-shareholder of the partnership

ASSOCIATES

Born in 1968

Qualifi cation as tax consultant.She began her career in 1997at Peters, Schönberger & Partner.Associated partner.

Cinéaste and yogi.

HEIKE SCHWABBorn in 1969

Qualifi cation as public auditor and tax consultant. She began her career in 1994 at Peters, Schönberger & Partner.Associated partner.

Mother and book lover.

ANJA PETERSHAGENBorn in 1977

Qualifi cation as public auditor and tax consultant. She began her career in 2001 at Peters, Schönberger & Partner.Associated partner.

Photographer and Canada fan.

NICOLA KETTERLBorn in 1968

Qualifi cation as public auditor and tax consultant. She began her career in the tax consulting and audit depart-ment of a mid-sized fi rm. She joinedPeters, Schönberger & Partner in 2001. Associated partner.

Runner and sailor.

INA BESTLER

Born in 1975

Qualifi cation as public auditor and tax consultant. He began his career in tax consulting and auditing at a multidisciplinary fi rm. Moved to Peters, Schönberger & Partner in 2008. Associated partner.

Golfer and hobby gourmet.

ANDREAS BRAUNBorn in 1978

Qualifi cation as Certifi ed Financial Planner (CFP). He began his career in 2003 in the private banking sector at a big German bank and afterwards worked as a portfolio manager in an independent asset management fi rm. He joined Peters, Schönberger & Partner in 2008. Associated partner.

Trader and mountain athlete.

MARTIN NETTERBorn in 1976

Qualifi cation as attorney-at-law and tax consultant. He began hiscareer at Peters, Schönberger & Partner in 2008.Associated partner.

Skier and mountain biker.

CHRISTIAN PALM, LL .M.Born in 1984

Qualifi cation as public auditor. She began her career in 2007 at KPMG in London. From 2009 she worked at KPMG in Munich, most recently as authorised representative in auditing. She joined Peters,Schönberger & Partner in 2014.Associated partner.

Jogger and skier.

NICOLE AMMERLAHN

Born in 1976

Qualifi cation as public auditor and tax consultant. He started his career in 2011 at Pricewaterhouse Coopers in Munich. He joined Peters, Schönberger & Partner in 2014. Associated partner.

Racing cyclist and barista.

SVEN JACOBBorn in 1980

Qualifi cation as public auditor and tax consultant. He began hiscareer in auditing in 2006 at Ernst & Young in Munich. He joinedPeters, Schönberger & Partner in 2014. Associated partner.

Hobby soccer player and stock market expert.

ANDREAS BAUERBorn in 1983

Qualifi cation as tax consultant. He started his career in a tax consulting fi rm focussing on consul-ting family-owned enterprises and then changed to the Munich-based offi ce of the international lawfi rm Allen & Overy LLP in 2011. He joined Peters, Schönberger &Partner in 2016. Associated partner.

Asia fan and sportsman.

BENJAMIN RAPP

Born in 1940

Former Bavarian fi nance minister; former head of the Bavarian Prime Minister’s Offi ce; former parliamentary secretary of state in the Federal Finance Ministry; honorary professor of the economics faculty at the Ludwig-Maximilians-University in Munich. He joined Peters, Schönberger & Partner in 2008.Of counsel.

Tennis player and arts lover.

PROF. DR. KURT FALTLHAUSER

OF COUNSEL

Born in 1948

Qualifi cation as attorney-at-law, tax consultant and public auditor; he was formerly working in the fi nancial administration of Hesse and as a partner in the tax departments of KPMG as well as Ernst & Young and in a law fi rm (Oppenhoff & Rädler); honorary professor at the Justus-Liebig University in Gießen. He joined Peters, Schönberger & Partner in 2015.Of counsel.

Skier and hiker.

PROF. DR. MANFRED ORTH

Born in 1975

Qualifi cation as tax consultant. She began her professional career at a law company specialised in tax advice and audit of non-profi t corporations in 2007. She joined Peters, Schönberger & Partner in 2015. Associated Partner.

“Fasslerin” and mountain climber.

DR. KRISTIN HEIDLER

You will find further information on our range of services in the following brochures:

Small and mid-sized firms

Family businesses and entrepreneurs

Family Office / private clients

Private equity firms

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