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Property and Assets

When planning the accumulation of your assets, your personal wishes and needs take full precedence.

Maintaining and accumulating more private assets increasingly requires organizing them along the same lines as a company and ongoing strategic advice on how to manage your private assets. Accomplishing these tasks requires detailed fiscal planning and all concerned working together for the good of the investment strategy.

To ensure the liquidity and lowest possible tax burden, the possibility of assigning certain assets to others should be taken into consideration at an early stage. We can show you the best way to structure your anticipated succession and prepare all of the required tax declarations.

When it comes to matters relating to succession, we can assist you with capital transfer tax declarations and the clarification of valuation issues.