Felix Kugelmann

WORK HISTORY

EDUCATION

SKILLS

ABOUT FELIX KUGELMANN

I know the challenges business owners and high earners face—because I’ve been in their shoes. As a former CEO, Aufsichtsratsvorsitzender, and mentor for several startups, I’ve seen firsthand how smart financial structures create stability, security, and long-term success. But I’ve also seen how bad planning, poor risk management, and unnecessary taxes can erode hard-earned wealth. That’s why I focus on helping business owners, executives, and freelancers make smarter financial decisions—protecting their income, optimizing their investments, and leveraging tax advantages to build and transfer wealth efficiently. What I do: Private health insurance – premium coverage tailored to high earners Income protection – securing financial stability against the unexpected Tax-efficient investing – reducing liabilities while growing assets Strategic wealth planning – ensuring financial freedom beyond your career Inheritance & wealth transfer – optimizing gifting and estate strategies Emergency planning – securing your assets and loved ones for the future I don’t just advise on these strategies—I actively invest in them myself. The right tax-optimized structures don’t just protect wealth, they multiply it. And when planned correctly, they ensure that wealth is preserved and transferred efficiently for generations. Smart financial decisions today mean greater security tomorrow. If you want to optimize your strategy, let’s connect. Send me a message with the note \"Strategy\" and we’ll schedule a quick call!