Family Office

Providing a holistic approach to legacy preservation

Our clients appreciate comprehensive, neutral advice and service on wealth-related issues. A family office can provide valuable support in all kinds of situations and coordinate specialists. We can perform a wide range of tasks on your behalf. These include amongst other things organizing succession arrangements, transferring wealth to the next generation, purchasing and selling of assets, clarifying legal and tax structures, or assisting with a transfer abroad.

To perform these tasks we will to the extent necessary draw on our own network of experts or work with specialists that have advised you in the past, whilst at all times remaining in charge of the overall performance of the mandate.

You
(your family)
Family Office

Family Governance

Trust & Corporate Service

Wealth Planning

Tax Services

Family Governance

Generation Core Values

Family Meetings

General Education & Planning

Trust & Corporate Services

Trust Administration

Financial Statement Preparation

Legal Issues & Special Asset Administration

Nominee Services

Real Estate Management

Aircrafts & Yachts

Wealth Planning

Financial & Estate Planning

Retirement Planning

Foundation & Philanthropy Administration

Continiuty of a company

Tax Services

Tax Preparation & Filling

Document Record Management

Double Tax Treaty Planning

International Relocation