Family offices / HNWI
High net worth individuals (HNWI) and their family offices operate in a complex international environment that encompasses both operational corporate structures and private wealth matters. In addition to asset protection and sustainable wealth accumulation, they often face the challenge of reconciling the tax, legal and financial requirements at the corporate level with the goals and needs of the owners.
A holistic approach is essential: in addition to the efficient structuring and management of assets, operational business interests must also be considered to ensure long-term stability and success. The development of strategies that consider the interactions between the company and shareholder level, as well as personal and family values, is of central importance. This applies both to the phase of securing and increasing existing assets and to the support of asset succession.
Confidentiality and discretion play a crucial role here, as the personal and business information requires special protection. Family offices can provide the necessary coordination and control to create customized, coordinated solutions that sustainably secure assets while supporting operational business objectives.
Consulting approach
We are a long-term and reliable partner for HNI and their family offices, taking a holistic approach to the complex financial, tax and legal requirements. Our many years of experience enable us to develop solutions that consider both the entrepreneurial goals and the personal values and traditions of the family.
We take a customized advisory approach to support our clients in all areas – from asset structuring to succession planning. Our tax, audit and legal experts work closely with you and internally to ensure that every decision is aligned with the family’s long-term goals. We guarantee discretion, precision and solutions that preserve and develop both financial and family values.
Our services for your industry
We provide long-term support in the tax structuring of assets by developing customized tax strategies that ensure long-term tax optimization and compliance with legal requirements.
Our experts provide comprehensive advice on succession planning. We develop individual solutions that ensure both tax advantages and the preservation of family values and corporate interests over the long term.
Here you can find → further information on Tax.
We provide wealth controlling and performance analyses that enable regular monitoring of asset performance. Using modern, digital wealth management tools, we ensure that our clients have access to the most important information at all times. These systems help to optimize investment strategies and continuously monitor the financial situation, thus ensuring efficient and transparent wealth management.
Our ongoing tax advice guarantees that all tax obligations are properly fulfilled. We provide support in preparing annual financial statements and tax returns, taking on tax reporting obligations and communication with the tax authorities, as well as during tax audits. If necessary, we will enforce your interests in fiscal court proceedings. We also ensure that all relevant compliance requirements are met. We have many years of experience in setting up family office-specific tax compliance management systems (TaxCMS), which are accepted by the tax authorities.
Here you can find → further information on Tax.
We advise on the structuring of foundations and charitable activities, including the tax and legal optimization of the foundation’s assets. Our solutions help to secure the commitment in the long term and to leverage tax advantages for the family.
We offer comprehensive advice in the area of private equity, including the execution of financial, tax and legal due diligence, structuring and supporting of private equity transactions and the subsequent accounting and tax treatment. We assist family offices and HNI to efficiently manage and optimize their private equity investments by taking into account tax and legal aspects that are specifically tailored to this area.
Here you can find → further information on Private Equity.
Our real estate practice encompasses both the tax and legal aspects of real estate investments and transactions. We support family offices in the tax structuring of real estate portfolios and the development of long-term real estate strategies, including advice on financing. We provide support throughout the entire process, from the purchase to the sale of real estate.
An organization manual in a family office fulfills several important functions that are specifically tailored to the particular requirements and structures of these organizations. The main focus of an organization manual can be:
- Ensuring compliance and risk management, particularly in the area of taxation
- Standardization of processes and workflows
- Continuity and succession management
- Effective communication and clear responsibilities
- Structuring and documentation of governance
- Supporting family values and goals
All in all, the organization manual provides a binding basis for the operation of the family office and ensures that both the short-term and long-term interests of the family are implemented in a professional and structured manner.