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Phone: +41 (0) 91 972 30 59
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Adress: Riva paradiso 2, 6900 Paradiso
Family Office
Family Office Administration, Management and Reporting
Family Office
Do you need assistance in managing family assets to protect future generations?
Families increasingly need to develop a long-term strategy for the conservation of wealth, ensuring the balance between the needs of the present and future ambitions.
Our company is able to offer a dedicated assistance and consultancy service, both to families and their Family Offices. We are able to help families or their Family Offices in planning and implementing investments in liquid and illiquid assets (real estate, direct investment, private equity, etc.), thanks to the combination of multidisciplinary skills.
Our company is able to deal with the management of ships and aircraft to be used for personal use or to be rented to third parties in case you want to start a business.
Tax Consultancy
Companies wishing to be competitive on the market must absolutely rely on quality tax advice.
Administrative Consultancy
Thanks to the skills gained over time, we are able to offer a full range of general administrative consultancy services or on specific issues.
Human resources
Personnel management is a complex process, requires specific skills and cannot be left to improvisation.
Our Services for the Family Office
Tax and Corporate Assistance
We are able to provide families or their Family Offices with complete tax assistance both on national and international tax issues and to assist them in the interpretation of rules and regulations by providing the necessary advice.
We are able to assist families or their Family Offices in corporate management and to provide contractual advice necessary for the performance of institutional activities.
Company Management
We are able to assist families and their Family Offices in the organization and management of family or business assets in order to allow the achievement, among other things, of the following objectives:
- Define long-term strategies and build the related reference budgets;
- Identify the most efficient ways of transmitting assets to the heirs or identifying the best planning system;
- Provide an organic risk assessment in relation to the structure of family assets;
- Offer support activities in investment or divestment decisions;
- Select managers, even in the case of closed-end funds;
- Negotiate the contractual conditions with the banking sector;
- Monitor the work of intermediaries and report the flows and costs of the supply chain in a periodic and structured manner
Tax planning
Tax planning is the process that allows the taxpayer, natural or legal person, to effectively organize their sources of income in order to optimize the tax base in relation to which the relative tax levy will be applied.
Tax planning does not represent a tax avoidance process, but rather a tool capable of allowing the person who uses it to optimize the tax cost of his activities.
Our company is able to assist families or their Family Offices in the process of increasing the efficiency of the tax variable in the overall management of family assets.
Private and commercial ships and aircraft
Our company is able to take care of the management of ships and aircraft both in the event that they are used for personal purposes, and in the event that they are used for the carrying out of a rental activity or other commercial activities.
As part of this activity, we can assist families or their Family Offices both for the corporate and administrative part and for the technical and maintenance part.
In fact, we are able to take care of the corporate aspects, should it be necessary to set up specific vehicles for the management of individual assets, but we can also provide the necessary technical assistance to ensure the constant maintenance of the assets managed.
Property Management
Our company is able to deal with the management of properties both in the case in which they are used for personal purposes, and in the case in which they are used for carrying out commercial activities.
As part of this activity, we are able, among other things, to offer the following services:
- Condominium management;
- Real estate management;
- Management of leases.
Administrative Management of the Family Office
Our services in detail:
- Tax and corporate assistance
- Company management
- International taxation
- Management of private and commercial ships and aircraft
- Property management
- Tax planning