Coordination of your Legal and Tax Advisors
We recommend that the decisions you make concerning your family assets focus on strategic and economic objectives. However, you should always consult legal and tax advisers to ensure that those important legal and tax aspects are taken adequately into consideration. With our years of experience in managing complex assets, we know the usual concepts, their dependencies and even numerous pitfalls when putting them into practice. We provide a network of skilled offices which we consult on difficult matters on behalf of our clients.
We professionally prepare all of the documents we administrate for your tax advisers. This service will make life considerably easier for you. Our reporting offers you a transparent consolidation of investment vehicles (asset pooling) as well as an economic breakdown of the ownership structures for the individual asset owners. This guarantees full transparency and supports efficient cooperation between your various advisers.
‘Our clients consider us both as sparring partners and coordinators and appreciate that the huge responsibility for their wealth management is being shared.’
Sascha R. Sander