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.
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.
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.
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.
