SWA

Tax and Legal Advisory Servicess-w-a.de

SWA is a Munich-based tax and legal advisory firm serving internationally active group companies and wealthy private individuals with integrated tax consulting, legal advisory, and family office services, delivered through a small partner-led team.

Company typePrivate
Founded1979
HeadquartersMunich, Germany
Headcount11–50
GTM typeB2B and B2C
OfferingServices

What SWA does

SWA (legal entity: SWArndt Rechts- und Steuerberatungsgesellschaft mbH & Co. KG) is a Munich-based tax and legal advisory firm serving a dual client base of internationally active group companies and wealthy private individuals. The firm delivers three integrated service lines — Tax Consulting (corporate, international, and group tax law, plus inheritance/gift tax), Legal Consulting (commercial, corporate, labor, and succession law), and Family Office services (bank-independent wealth management) — from a single Munich headquarters at Poccistraße 11. Operations are built around a small team of 1 partner and 3 employed Steuerberater (tax consultants), with the partner Carsten Arndt, LL.M. holding multiple specialized legal and tax qualifications that anchor the practice.

The underlying technology stack is modest: SWA runs DATEV software for tax, accounting, and financial statement workflows, and operates a standard internal digital workplace. There is no proprietary technology platform, no API/SDK ecosystem, and no disclosed AI capabilities. International coverage is delivered through the firm's membership in JPA International, a transnational network of independent mid-sized tax consulting firms, rather than through owned overseas offices. The legal advisory line is executed through a wholly-owned branch, SWA Christl & Kollegen Rechtsanwaltsgesellschaft mbH Zweigniederlassung München.

The revenue model is professional services billing — fees are tailored to mandate complexity and client type (group company vs. private individual), with multi-year engagements common. Pricing is not publicly disclosed and no rate cards exist. Go-to-market is relationship-driven: direct partner-level engagement, supplemented by referrals/word-of-mouth, a corporate website (in German and English), and organic social media presence (LinkedIn, Instagram, Facebook). Marketing emphasizes personal proximity, long-term client retention, and the integrated tax-plus-legal proposition as the basis for client selection.

SWA firmographics

Firmographics

Name: SWA
Legal name: SWArndt Rechts- und Steuerberatungsgesellschaft mbH & Co. KG
Website: https://s-w-a.de
Company type: Private
Founded year: 1979
Operating status: Operating
Headcount range: 11–50 employees
Short description: SWA is a Munich-based tax and legal advisory firm serving internationally active group companies and wealthy private individuals with integrated tax consulting, legal advisory, and family office services, delivered through a small partner-led team.
Ownership category
akta.pro rank

SWA industry classification

Industry

Product category: Tax and Legal Advisory Services
NAICS: Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Legal Services (5411), Other Accounting Services (541219), Offices of Lawyers (541110)
SIC: Services-Legal Services (8111), Services-Management Consulting Services (8742)
akta.pro primary industry: Transaction Tax Structuring & Deal Advisory (BPAHAOAJ)
akta.pro secondary industries: Mergers & Acquisitions (M&A) & Securities Law (BPAHAAAI), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

Tax advisory services
Legal consulting services
International tax law
Family office services
Corporate tax compliance

Where SWA is headquartered

Location

Headquarters

HQ city: Munich
HQ country: Germany
HQ region: Europe

Offices1 record

Markets served

SWA business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Tax Advisory Services: Professional tax advisory services including tax returns for all legal forms, annual and interim financial statements, group tax law, international tax law, tax planning and structuring, and representation before tax authorities and courts.
Legal Advisory Services: Legal advice in commercial, corporate, and labor law including succession planning, corporate succession, drafting of articles of association, reorganizations and restructurings, and legal due diligence.
Family Office Services: Wealth management and asset formation services for wealthy private individuals, supporting and advising as trustee of their interests in bank-independent asset management.

Pricing tiers

Model	Billing	Price
Other	Multi-year contract	Professional services tailored to client complexity

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

SWA product offering

Product offering

Core offering

SWA provides integrated tax and legal advisory services from Munich to corporate group companies and wealthy private individuals. The practice covers corporate, international, and group tax law; commercial, corporate, and labor legal advisory; and bank-independent wealth management through a Family Office function. Engagements are delivered directly by partners with personal client contact and tailored, quote-based fees.

Product overview

SWA is a tax and legal advisory firm offering integrated consulting services from its Munich location. The company provides three core service areas: Tax Consulting Services covering corporate, international, and group tax law; Legal Consulting Services including succession, corporate, and commercial law; and Family Office Services for private wealth management. These services are delivered through a unified advisory approach combining tax and legal expertise, with specialization in group tax mandates and international clients.

Differentiator

Problem solved

Functional benefit

Products and services

Tax Consulting Services Comprehensive tax advisory for corporate group companies and private individuals, covering corporate tax law, international tax law, group tax law, inheritance and gift tax law, tax planning and structuring, tax return preparation for all legal forms, and representation before tax authorities and courts.
Legal Consulting Services Legal advisory covering succession and inheritance law, corporate succession, drafting of articles of association, commercial and corporate law, labor law, management and shareholder advisory, foundation law, reorganizations and restructurings, and legal due diligence for corporate clients.
Family Office Services Bank-independent wealth management and asset formation services for wealthy private individuals, acting as trustee of their interests in asset management, wealth preservation, and estate/succession planning.

Quantifiable outcome

15-year relationship with multinational client Videndum Plc

Companies that use SWA

Customer profile

Named customers6 records

Segments5 records

Ideal customer profiles2 records

SWA technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature2 records

SWA partnerships and signals

Strategic signal

Partnerships

Five partnerships are on record, tiered core and minor.

JPA InternationalcoreStrategic or Co-development PartnerSWA is a member of JPA International, one of the most active transnational networks of independent medium-sized tax consulting firms. This membership provides access to international expertise for serving multinational clients.
DATEV e.G.coreTechnology or IntegrationDATEV is a cooperative providing tax and accounting software solutions widely used in Germany. SWA uses DATEV applications for client accounting, tax returns, and financial statement preparation.
Bundessteuerberaterkammer (BStBK)minorOthersGerman Federal Chamber of Tax Advisors - professional regulatory body membership for Steuerberater (tax consultants).
BundesrechtsanwaltskammerminorOthersGerman Federal Bar Association - professional regulatory body for lawyers (Rechtsanwälte).
it-recht kanzlei MünchenminorStrategic or Co-development PartnerMunich-based law firm specializing in e-commerce law. Mutual referral relationship for complementary legal and tax advisory services.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

SWA competitors and assessment

Company assessment

Market position

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

SWA financial estimates

Financial estimate

Revenue estimate

Valuation estimate

SWA leadership team

Management profile

Number of profiles

Profiles4 records

SWA subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

SWA funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

SWA M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SWA

What does SWA do?

Is SWA a public or private company?

SWA is a private company. It is classified as management employee owned and is currently operating.

When was SWA founded?

SWA was founded in 1979. It employs 11 to 50 people.

Where is SWA based?

SWA is headquartered in Munich, Germany, in the Europe region.

How does SWA make money?

Three revenue lines are on record. Tax Advisory Services are the primary driver. The others are legal Advisory Services and family Office Services.

Does SWA have an API?

No public API is recorded for SWA.

What industry is SWA in?

SWA's product category is Tax and Legal Advisory Services. Its primary akta.pro industry code is BPAHAOAJ, Transaction Tax Structuring & Deal Advisory, with a secondary code of BPAHAAAI, Mergers & Acquisitions (M&A) & Securities Law. Its NAICS code is 5412 and its SIC code is 8111.