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Wealth & Family Offices

The growth of a Family Business is often the result of the efforts of several generations. To preserve this success and ensure global growth, specialised advice is necessary.

FAMILIA 2

Family Business

  • Guidance on best practice and navigation through local complexity.

  •  Advice on setting up companies, compliance, and director services​.

  • Advice on full recurrent services, such as bookkeeping, HR policies and payroll services and ​preparation of financial statements.

Tax Plannig

  • Advice on how to anticipate and solve the problems arising from the death of a family office principal so that the structure of the organisation is not affected.

  • We take care of drawing up and implementing efficient tax planning for your organisation.

  • We provide information on changes in reporting, regulatory and legal obligations.

Wealth Succession

  • Ongoing compliance monitoring, administration and accounting advice.
     
  • Managed companies for asset holding, residential and commercial properties and private trust companies.
     
  • Advice on drawing up a succession plan, developing and administering the most appropriate solutions to safeguard your assets.
  • Ongoing compliance monitoring, administration and accounting advice.
     
  • Managed companies for asset holding, residential and commercial properties and private trust companies.
     
  • Advice on drawing up a succession plan, developing and administering the most appropriate solutions to safeguard your assets.

Why global?

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