Sometimes things are very simple: one client, one securities account, one investment strategy. And sometimes they are complex: business and private money needs to be invested separately. It derives from several companies, from different countries with different tax regimes. This investment pursues different goals.
In such cases, we draw up a strategy for structuring the assets: We create the optimum legal and tax structure through foundations and corporations – irrespective of whether in Liechtenstein, Switzerland or the country of the client.
For this purpose, we work closely together with our affiliate company Sercor Treuhand Anstalt and distinguished tax consultants specialists. We also jointly help you implement your objectives, found the necessary legal entities, deal with all formalities.