Asset organisation

A proactive
approach to protecting family values

Presentation

Asset organisation

For our family office clients, protecting their assets is synonymous with upholding their family values. We help them to ensure that the investment and transfer of their assets are optimised from a legal and tax perspective so that they can prepare for the baton to be passed on to the next generation.


Our approach

  1. Legal entity structuring

    We analyse the client’s overall asset situation, help to find the right legal entity structure and coordinate its implementation. Our aspiration is to optimally position our clients for asset investment and transfer.

  2. Succession planning and pension provision

    We assist our clients with succession planning and ensure that they have the necessary legal capacity. It can be helpful to integrate younger generations into asset responsibility from an early stage and plan the management of their future pension provision.

  3. Family management and the next generation

    When it comes to asset transfer, a new generation can change the overall situation and the established strategies. We recommend a policy of targeted communication and transfer of expertise in order to introduce the next generation to the family business and asset responsibility.

Expertises

  1. Asset management

    The composition of our clients’ assets is becoming increasingly varied. To help them to achieve their goals, we support them in areas ranging from tax and legal issues through to administrative aspects and continuous asset monitoring. We begin with a needs analysis, assist them in determining and implementing their strategy, and offer comprehensive reporting.

  2. Foundations and philanthropy

    We contribute to the success of our family clients’ charitable organisations and projects by helping them to set up and arrange asset management for foundations and non-profit solutions.

  3. Access to networks

    From collectors and entrepreneurs to managing directors, our family office clients gain access to a wide network of private clients with the same interests and experts who can offer tailored advisory services and solutions.