Asset structuring

A team of experts helps successful individuals, families or firms break down the structure of their assets so as to invest them optimally with regard to their individual needs, to use different jurisdictions and thereby maximize the effect of their business or asset management.

While maintaining the maximum discretion and efficiency in these steps they not only protect clients’ assets but also enhance them for future generations.

In the framework of our services we offer our clients:

  • asset structuring, using domestic and foreign companies, trusts and foundations,
  • setting up domestic and foreign companies,
  • transforming their old business or family structures into new and more efficient structures,
  • administering companies, accounting and assistance with compliance,
  • international tax planning and economic and legal advice on transactions,
  • advice on the use of fiduciary structures and transactions.

Through our own companies or in cooperation with carefully selected partners and on the basis of our own long-term experience in this field we provide our clients tailor-made individual solutions in accordance with relevant legislation.

The preferred countries for asset structuring are jurisdictions that:

  • protect the client’s assets,
  • ensure a high degree of confidentiality and protection of privacy,
  • have an optimal tax burden for companies and holding structures.

From this aspect these are OECD and EU countries.

Principles:

  • asset protection,
  • high degree of confidentiality,
  • observing the client’s individual requirements,
  • appreciation and management of assets on a multigenerational basis.

As regards the structures themselves, these are mainly:

  • companies set up in countries with the most appropriate tax and legal system, according to the needs of their use,
  • foundations and trusts serving for the long-term holding and management of assets and for the future distribution of revenues in accordance with the founder’s wishes.