STRUCTURE & FAMILY OFFICE
STRUCTURE & FAMILY OFFICE

Structure, Companies & Family Office

Think holistically. Implement responsibly.

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Real estate, assets and business decisions can only be successfully managed in the long term if they are structured.

Structure is not an end in itself. It creates clarity, security and freedom of decision – today and in the future.

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CHALLENGES

Holistic Instead of Isolated

Many challenges arise not from lack of possibilities, but from lack of coordination:

Typical Problems

Properties are bought without structure

Companies are formed without long-term concept

Tax issues are considered too late

Our Approach

This is exactly where we come in. As part of our holistic approach, we combine:

Real Estate

Financing

Corporate Structures

Tax and legal classification

International Perspectives

Not as advisors in the legal or tax sense, but as structuring companions who make connections understandable and coordinate processes.

Family Office

Our focus: The interaction of all components – long-term, across generations and realistically feasible.

WEALTH MANAGEMENT

Family Office – Viewing Wealth as a Whole

Real estate is often only part of the total assets. In the family office context, we do not view wealth in individual parts, but as a whole.

This includes, among other things:

Domestic and foreign real estate

Capital investments

Corporate structures

Succession and future planning

Personal objectives

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CORPORATE STRUCTURES

Company Formation & Structure Development

Companies are not an end in themselves, but tools. When used correctly, they create flexibility, protection and clarity.

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We support with:

Classification of suitable company forms

Structural development of holding models

Combination of real estate and companies

National and international structures

Plan B concepts domestically and abroad

We draw on our own experience from established structures – not on theory.

TAX CLASSIFICATION

Tax Issues – Correctly Classified Early

Tax issues are a central component of any structure. Whether double taxation agreements, international income or countries without DTA – these issues must be considered early.

Important: We ourselves do not provide tax advice.

Our role is to:

  • Classify tax implications understandably
  • Point out typical pitfalls
  • Ask the right questions
  • Involve the right tax advisors and specialist lawyers
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Tax Issues – Correctly Classified Early

This way, there are no surprises, but reliable decisions.

INTERNATIONAL STRUCTURES

Think Internationally – Implement Cleanly

Especially with international structures: What looks good on paper must work in reality.

We accompany:

International corporate structures

Real estate abroad

Plan B models

Combinations of residence, assets and use

We pay attention to:

Legal framework

Tax consequences

Practical feasibility

Long-term sustainability

Our Role

This creates a clear, traceable path – without overwhelm, without blind spots.

OUR POSITIONING

Our Role

We are not tax advisors and not lawyers. And that is exactly where our strength lies.

Structure

We bring order to complex relationships

Coordinate

We effectively connect all parties

Think Ahead

We anticipate future challenges

Connect Experts

We work with the best experts

Bring Practical Experience

We use our own proven structures

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OUR APPROACH

Structured Process

From analysis to implementation – systematic and traceable

01

Current Analysis

Assessment of your current situation: assets, structures, objectives

02

Goal Definition

Joint clarification: What should be achieved? Short-term and long-term

03

Structure Concept

Development of suitable structure models considering all factors

04

Expert Coordination

Involvement of tax advisors, lawyers and other specialists

05

Implementation

Step-by-step implementation with continuous support

06

Monitoring & Adjustment

Regular review and optimization of structures

YOUR BENEFITS

Why Structured Wealth Management?

Asset Protection

Legally sound structures protect your assets from risks and liability

Tax Optimization

Legal design options are identified and used early

Succession Planning

Wealth transfer becomes plannable and tax-optimized

Flexibility

Structures enable quick response to market changes

Growth Potential

Scalable structures grow with your wealth

International Mobility

Cross-border structures enable global flexibility

OUR ATTITUDE

Structures Must Be Lived – Not Just Planned

We only accompany what we ourselves understand, take responsibility for and can represent.

Objective

Fact-based and objective

Personal

Individually tailored to you

Holistic

All aspects in view

Let us develop a structure together that suits you.

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