SERVICES
Integrated solutions for complex asset structures
As your independent global wealth solution partner, we offer an integrated approach: we conduct an individual analysis, give personalized advice and develop bespoke solutions for complex asset structures – from strategic wealth planning to operational implementation.
Our service portfolio spans planning and structuring assets, classic fiduciary services, tax planning and consultancy, as well as tailored advice on company transactions, M&A activities and other forms of corporate assets. If applicable we supplement our expert team with specialised partners from our international network, allowing us to grow your assets efficiently while maintaining a long-term, future-focused perspective.
OUR SERVICES AT A GLANCE
Wealth planning & structuring
We focus on prudent, needs-oriented wealth planning and structuring, with particular attention to future generations and estate or succession planning.
We work together with you to assess your personal and family circumstances to create a tailored solution for wealth planning, preservation and structuring. We draw on various forms of company formats and cross-border solutions, including foundations, trusts, institutions and public or private limited companies. Combining different options allows us to design an intelligent, legally compliant and complete long-term solution.
Tax planning
Our core competencies include integrated tax planning and tax consultancy in the context of national and international tax laws.
Based on your individual and business circumstances, we develop long-term tax solutions and tax-efficient structures for complex assets, such as trusts or foundations. Our services also include expert tax opinions and cross-border tax returns for clients with more than one place of residence or who have assets distributed globally.
Compliance & risk management
It takes vast expertise to meet the growing and increasingly complex demands of risk management and compliance. Drawing on decades of experience and global reach, we provide a high degree of certainty through our compliance and risk management consulting services.
We conduct compliance checks and risk assessments, prepare compliance and risk management reports and develop bespoke strategies for structuring your assets in line with multiple legal and tax requirements.
Reporting, accounting and payroll administration
Through our comprehensive reporting services, we meet enhanced statutory requirements at both national and international levels while fulfilling our own standards in terms of certainty and quality.
Leveraging modern data management, we create a transparent financial overview and perform financial monitoring based on quarterly reports and annual financial statements.
As part of our financial consulting, we map your business transactions and performance in detail, creating a robust basis for future-proof strategic planning.
Additionally, our administrative services cover VAT returns, preparation of tax returns and payroll administration.
Asset management
Our carefully selected, long-standing partners in wealth management create bespoke wealth solutions on your behalf. This network-based offering enables us to act independently as your partner and advocate for your interests with impartial expertise.
We focus on long-term wealth accumulation and protection. We provide support with all M&A operations, from strategic planning to the implementation of corporate sales and acquisitions, reorganisations and restructurings of all kinds.