The FareWell team offers its clients a unique flat-rate billing structure, with a success fee applied when applicable, based on the belief that its expertise lies in the value it adds for its clients, rather than in the number of hours worked.
For DISPUTES with the tax authorities, our fees are based on the outcome—specifically, on the amount of the tax refund obtained. This is known as a contingency fee arrangement , which is standard practice.
Less commonly, when the team provides CONSULTING services , we offer a flat-fee arrangement combined with a success-based fee.
In practice:
FareWell charges a flat fee to review the case and identify optimization solutions tailored to the client’s objectives and circumstances.
Then, once the plan has been approved, FareWell calculates the client’s gain resulting from the plan compared to the client’s initial situation, and then charges a percentage of the optimization achieved—between 5 and 7 percent (excluding tax) of the client’s gain, depending on the circumstances.
For example, when FareWell proposes a transfer plan that saves a client €1 million in estate taxes, FareWell offers a flat fee of €3,000 and will bill €70,000 in success fees (based on a 7% success fee rate).
And the icing on the cake: when we bill the board on a success-based fee basis, our clients benefit from a tax guarantee: we defend our tax planning strategies at no additional charge in the event of a request for information or a proposed assessment from the tax authorities—and even when responding to questions from a banker, a fellow attorney, or a notary.
A new practice on the market that offers many advantages:
- Our clients keep their budgets under control; they know where they’re headed,
- They aren’t afraid to call us and start a timer,
- This helps keep their attorney’s fees in check,
- We safeguard their business model by representing them pro bono, while also offering suggestions and adding value.
- No one is better positioned to defend ideas than the person who developed them and got their clients to adopt them.
Beyond these compensation practices lies the firm’s entire philosophy: we believe in the value of our work, and we support our clients every step of the way.
