Family Office

Wealth Planning Services

• Structuring assets and investments to aid tax planning
• Advice on ownership, management and distribution of assets
• Privacy and wealth protection structures

Taxes / International Tax Planning Services

• Double-tax treaty planning for family-owned companies and real estate
• Local and international tax advice
• Fiscal company migration
• Preparation of tax returns (incl. country of residence)
• Swiss tax advice

Trustee and Corporate Services

• Advice on issues of company incorporation and management in various jurisdictions
• Managing family shareholdings
• Selecting appropriate jurisdictions for trusts, foundations and other (corporate) structures
• Setting up, administering and coordinating trusts, foundations and other (corporate) structures
• Coordinating contacts with various local and foreign authorities
• Selecting independent trustees and protectors
• Controlling costs of external trust providers
• Providing registered office facilities
• Providing nominee services