A family office needs expertise and trust. We know how.

Aline Dénéréaz Tax, Legal & Relocation

Ensuring your family’s unity and prosperity becomes an increasingly challenging task over time. New generations have different expectations, and living conditions are becoming more and more varied and individual. The key question is how to design the management in such a way as to optimally preserve and pass on your assets. We support you in business, tax and legal matters during the development and implementation of a structure that best serves your family.

Our services:

Understanding of current structure and needs analysis Definition of mission and strategic objectives Determination of family office activities that add value for your family Development of a suitable governance design Determination of a suitable location Development or adjustment of the legal and tax structure including tax ruling Company foundation and drawing up of management agreement and employee contracts Adjustment of succession structure