Nadine Stephan

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.

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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.

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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.

• Member of the Lions Club Bad Aibling – Mangfalltal
• Southern Regional Representative for the German Lions Foundation
• Southern Regional Sponsor for the Association of Estate Planners in Germany (Verband für Estate Planner Deutschland e.V.)

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• 2007–2009: Banking apprenticeship with additional qualification in Controlling and Finance
• 2007–2018: Various positions in banks and the financial sector, including private banks and cooperative banks. Focus areas: private banking and corporate client advisory
• 2018–2020: Branch Manager, meine Volksbank Raiffeisenbank eG Rosenheim
• 2020–2025: Senior Estate Planner and specialist in wealth and succession advisory - including foundation advisory from initial establishment through to ongoing foundation management, M&A processes, and the assumption of executor of estate mandates; Business Area Manager: Generational Advisory (Private Banking / Corporate Client Management), meine Volksbank-Raiffeisenbank eG Rosenheim
• 2026–present: Key Client Relationship & Project Manager at Gräfe Tax & Legal GmbH

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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:

• Certified Senior Estate Planner (ADG)
• Certified Foundation Advisor (ADG)
• Certified Executor (IHK)
• Certified Generational Advisor (IHK)
• Certified persolog Trainer
• Certified Securities Specialist (GENO)
• Trainer – Aptitude Test (AEVO) IHK Stuttgart