In recent years, more and more family entrepreneurs and wealthy private individuals have decided not to manage their assts themselves, but to entrust this task to a family office so that it can structure, manage and protect their assets while taking their personal and family interests into account. The issues and questions in this context can be multi-layered and complex and often have an international dimension.
Wealthy private individuals and family require individual solutions for the establishment, management and further development of a family office. Against the backdrop of the megatrends of digitalization and globalization, family offices that have been in existence for many years need to continuously develop and optimize themselves.
Our clients include numerous family offices and entrepreneurial families, which we support as a full-service provider.

Advising and managing family offices, private and entrepreneurial family assets requires:

• personal competence
• extensive professional expertise
• specialization and
• practical experience.

To support you in these demanding tasks, we have a team of lawyers, tax advisors, auditors, business and IT consultants and corporate finance specialists available to develop holistic solutions tailored to your individual circumstances and requirements. We offer an integrated consulting approach. Integrated into powerful global BDO network, we are also the ideal contact for complex cross-border issues.

Our services include all the classic areas of advisory practice that are of primary importance to family offices. Thes include in particular:

• Setting up and structering a family office
• Establishment of (family) holding companies, family foundations and charitable foundations
• Restructering of existing companies, especially for succession planning
• Implementation of supervisory and advisory board structures
• Establishment of family governance structures and processes
• Support in the development of investment strategies and concepts
• Advice on real estate acquisitions in Germany, abroad and on real estate management
• Advice on international matters, tax-optimized exit and relocation advice
• Appraisal of financial innovations
• Acquisition of alternative assets such as art, classic cars, etc.
• Financial, salary and asset accounting
• Asset controlling and asset reporting
• Implementation of an innovative reporting tool (“Management Cockpit”)
• Auditing or preparation of interim and annual financial statements in accordance with national and international accounting standards
• Tax structuring, tax declarations and asset taxation
• Support for tax audits and fiscal court proceedings
• Support with Due Diligence
• Liquidity calculations
• Trainings for family members
• Development of a communication platform
• Business management advice on the further development and optimization of your existing family office
• IT consulting for the further development and optimization of your existing family offices

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