en-US
Key Client Relationship & Project Manager
German, English
Nadine Stephan is Key Client Relationship & Project Manager at Gräfe Tax & Legal.
Nadine has extensive experience in providing comprehensive advisory services, particularly in the areas of private banking and corporate client management and specializes in the structured management of complex wealth and succession planning processes.
In her role, Nadine is responsible for the overall management of complex client engagements.
She coordinates interdisciplinary advisory teams, serves as the central point of contact for clients, and ensures efficient, consistent, and goal-oriented implementation.
Her focus is on the strategic structuring and operational implementation of wealth and succession solutions—always with an eye toward sustainable, legally sound, and economically optimal results.
People are always at the heart of her work.
With this in mind, she guides clients through complex and often highly personal decision-making processes with professional clarity, a structured approach, and a deep sense of empathy. She views wealth management, succession planning, and generational issues not as isolated matters, but as integral components of individual life planning, family responsibilities, and entrepreneurial values.
The goal of her work is to provide guidance, create security, and shape decisions in a sustainable manner so that they endure across generations.
Nadine specializes in providing comprehensive, end-to-end support for complex wealth management and succession planning processes, ranging from foundation consulting—from establishment through to ongoing foundation management—to M&A processes and the administration of estates.
Before joining Gräfe Tax & Legal GmbH, Nadine held various positions in the banking and finance sector, where she gained extensive experience advising discerning private and corporate clients. Her areas of expertise include succession planning and foundation consulting—from conception and establishment to ongoing foundation management. In addition, her expertise includes investment advisory services, advising corporate clients, and supporting and coordinating M&A processes.
In addition to her advisory work, she has also held leadership roles, including managing a branch office and establishing and developing the generational management division. She also has extensive experience in financial and accounts receivable accounting.
Banking training, estate planning degree, various certifications in the following areas: wealth succession planning, foundation consulting, estate administration, securities consulting, training, and personal development
Certifications:
