Fam­i­ly Business

Fam­i­ly Busi­ness – A Ques­tion of Trust

As an entre­pre­neur, you know how high­ly qual­i­fied part­ners are val­ued. When plan­ning your future, you expect qual­i­ty and expertise.

Tax design con­sult­ing requires close coop­er­a­tion with you and your fam­i­ly as well as the abil­i­ty to think out­side the box. Your wish­es are para­mount, and they are the foun­da­tion for our pro-active con­sult­ing approach. Togeth­er, we can deter­mine your goals, iden­ti­fy prob­lems before they occur, and devel­op strate­gies that move your com­pa­ny forward.

We pro­vide advice and sup­port, and imple­ment process­es. In oth­er words, we take care of all mat­ters impor­tant for ensur­ing the cur­rent and future suc­cess of your com­pa­ny and for you as a pri­vate indi­vid­ual. From con­ven­tion­al tax con­sult­ing through busi­ness man­age­ment con­sult­ing to pri­vate wealth plan­ning, we do it all.

We go above and beyond for you, and offer one-stop shop­ping for con­sult­ing services.

  •  Fam­i­ly Office Services

We offer all stan­dard fam­i­ly office ser­vices cus­tomized to fit your indi­vid­ual needs.

  • Pri­vate finan­cial planning
  • Sup­port for and imple­men­ta­tion of asset and tax processes
  • Strate­gies and plan­ning for grow­ing and pre­serv­ing wealth
  • Devel­op­ment of tax-opti­mized suc­ces­sion and trans­fer plans
  • Sup­port for select­ing and coor­di­nat­ing ser­vice providers
  • Fam­i­ly office – strate­gic man­age­ment of pri­vate assets and han­dling of operations
  • Pro­vi­sion of office infrastructure

  • Com­pa­ny valuations
  • Due dili­gence for buying/​selling companies

  • More free­dom
  • One-stop shop­ping for con­sult­ing for com­pa­nies and their owners
  • All-around con­sult­ing tak­ing into account all tax and com­mer­cial law aspects
  • Con­sid­er­a­tion of non-tax issues

  •  Asset Controlling

Do you have a good overview of your assets? We do!

As your con­sul­tants, we have a com­pre­hen­sive pic­ture of your assets. And we con­sid­er it our duty to make it trans­par­ent for you. This is the most basic require­ment for plan­ning and man­ag­ing your assets. We cre­ate this trans­paren­cy by pro­vid­ing the rel­e­vant doc­u­men­ta­tion and analy­ses tai­lored to your per­son­al needs. Togeth­er with you – and our inde­pen­dent coop­er­a­tion part­ners – we devel­op guide­lines for invest­ing your assets. Using these guide­lines, con­trols can then be set up to mon­i­tor adher­ence to these invest­ment standards.

Based on a tar­get­ed analy­sis of your assets tak­ing into account your return expec­ta­tions and risk appetite, we eval­u­ate your asset class struc­ture. You can then use the results of this ser­vice to make invest­ing decisions.

  • Inven­to­ry of your assets by asset class
  • Struc­tur­al analysis
  • SWOT analy­sis
  • Com­par­i­son of returns
  • Mul­ti-year comparison

  • Trans­ac­tion services
  • Sup­port for buying/​selling companies

  • Trans­par­ent pic­ture of your assets
  • Access to the know-how of inde­pen­dent finan­cial ser­vices providers (coop­er­a­tion partners)
  • Foun­da­tion for invest­ment decision-making