Why consider Asset Protection
Wealthy Families, Successful Entrepreneurs, and cash-rich Companies need structures to separate evolving risks from underlying assets. It is necessary to arrange a sustainable structure to protect your assets against all kinds of risks and avoid inheritance taxes in the future.
Planning an advantageous and sustainable structure according to your needs, avoiding excessive inheritance tax liabilities, and safeguarding your assets against evolving risks.
A sophisticated but legal and fully compliant Structure is necessary for Family Offices, wealthy Individuals, and Businesses with international structures.
We examine all legal obligations related to national and international inheritance laws and other obstructions. As a result, clients enjoy top-notch structuring from us, and we consider all options (Foundations and Trusts) to minimize the tax obligations of our global, wealthy clients. We are not just Lawyers and Accountants – we all gathered valuable business experience in multiple sectors over the past three decades. Meaning, we know what we’re talking about, having experienced all ups and downs a business will definitely face over time.
Foundations and Trusts - Legal Structures to achieve a Protection of your Wealth
How to protect your wealth against evolving risks? To do so, one must separate one’s own assets from assets in segregated entities. To achieve these goals, implementing a legal structure is necessary. The concepts of Trusts (in Common Law Jurisdictions) and Foundations fulfill the desired outcome.
A few countries allow the use of Foundations. A Foundation is often used for non-profit organizations and charitable purposes, but is also an excellent legal structure for families to protect wealth.
For companies, a foundation offers advantages such as tax savings through exemption from corporate and trade tax (for non-profit foundations), protection against hostile takeovers, secure corporate succession, and the opportunity to secure and manage corporate assets in the long term, beyond the founder’s death.
Succession & Protection of Wealth
We offer corporate customers and other institutional investors individual, holistic, and independent advice on all questions relating to asset protection, asset management, succession or estate regulations, and establishing foundations and trusts to secure a company’s existence.
We see ourselves as independent advisors for the long-term structuring of your overall assets. We attach particular importance to creating an individual and cross-generational wealth strategy that considers not only existing company structures but also the family environment, supporting you in planning and implementing succession planning.
We are Lawyers, Tax Advisors, and Notaries, but not Asset Managers. However, we will assist you in finding suitable banking options.
Therefore, after assessing your financial and legal status, as well as your requirements and risk profile, we outsource asset management to suitable banks and asset managers worldwide.
For our international customers, we set up foundations and trusts in various locations, always considering individual requirements and with the necessary expertise you can expect.
We have a dedicated website for company formations in the EU and Offshore. Please visit us on FIRSTADVISOR for more details.
Contact us for a free, indicative assessment of your financial situation.
