Family Office Services

Wealthy individuals and families require sound, holistic advice. In order to achieve the goals of these clients in the best possible way, our experts from a wide range of advisory areas work together in a committed, comprehensive and creative manner.

Essential to this is extensive competence, which is ideally embodied by a generalist who coordinates the round of specialists in such a way that creative results are efficiently developed and implemented. Especially mandates (families or wealthy individuals) that are still too small for permanent professional support by a family office can benefit from our solution, the “Virtual Family Office (VFO)”. Specialists from the fields of tax consultancy, business management, asset management and law have been working hand-in-hand for many years. This includes not only purely professional advice, but also the personal level through coaching of individuals or all family members as well as Elder Care services.

Our VFO services include:

  • Wealth structuring and controlling
  • Advice on inheritance tax and gift tax matters
  • Income tax planning and preparation of tax returns
  • Advice on the transfer of businesses
  • Tax advice on the purchase or sale of domestic and foreign real estate
  • Advice on wills and trust issues
  • Treatment of donations and sponsoring
  • Establishment, advice and support of private foundations
  • Valuation issues in connection with inheritance disputes
  • Family coaching in connection with succession arrangements
Services

Based on our self-image as a comprehensively active company, we offer you primary services, as you would expect from your tax advisor or auditor as your direct contact. In addition, you will also receive solution- and goal-oriented support in various areas of expertise.

Tax consultancy

Based on mutual respect and trust, we advise our clients at a high professional level.

Auditing

motivated, committed and experienced auditors are available to our clients in the area of auditing.

Consulting

Strategic and conceptual work as well as structuring and support in all relevant areas of accounting.

Specialisations

In addition to our full-service offering, you can rely on our many years of expertise in the following specialist areas in particular:

International tax consultancy and auditing

We advise our clients in the international environment on targeted, legally compliant tax structuring as well as adequate accounting and reporting.

Transaction and restructuring advice

We

Family Office Services

Wealthy individuals and families need sound, holistic advice.

Investment fonds held as business assets

We offer standardised reporting for institutional investors based on many years of expertise.

Private Equity

Knowledge of the special features of the private equity environment is part of our core business

Foundations and associations

Qualified support for foundations of all sizes in the areas of establishment, administration, auditing and tax support.

Services for municipalities

For more than four decades, we have been offering our services to municipalities, municipal undertakings and municipal owned undertakings.

Succession planning

Succession planning in the private and corporate sector.

Accounting with a future

Thanks to the new possibilities in digital financial accounting, sending folders back and forth is a thing of the past.

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