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Family Office

Holders of significant assets do have special needs and requirements. Due to the numerous investment opportunities, tax advice also requires a broad range of expert knowledge in order to be able to support both securities, real estate and alternative investments, both nationally and internationally. Contact persons must be competent, independent and discreet. Together with our entrepreneur clients, we have grown into these tasks and our approach of advising, rather than representing and delegating, harmonizes with the expectations of decision-makers.

Our Services

  • Accounting, reporting and financial reporting of Family Holdings
  • Appraisal and opinion on tax consequences of various investments, legal form analyzes
  • Collaboration with banks and asset managers, including independent control of clearing, performance
  • Tax returns, including donation and inheritance tax returns
  • Refund of foreign withholding tax
  • Assumption of wills in special cases

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