Foundations, Trusts & Asset Protection
Wealthy Families, Successful Entrepreneurs, and cash-rich Companies need structures to separate evolving risks from underlying assets. It’s all about arranging a sustainable structure to protect your assets against all kinds of risks, aiming to 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, 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 definitively face over time.
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 and supports you in planning and implementing succession planning.
We are Lawyers, Tax Advisors, and Notaries but not Asset Managers. Therefore, according to 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.
