Family Office Solutions 

As a family business or wealthy individual, you face particular challenges in managing, developing and preserving your assets over the long term. We offer you individual as well as holistic advice to achieve your financial goals and secure prosperity for you and your family for generations to come.

The Concordanz Institution’s team of experts boasts in-depth expertise and many years of experience in advising and implementing family office solutions. We will be happy to advise you in connection with the establishment and management of structures for your wealth planning.

In addition, we can take care of individual advice for each family member on tax issues relating to taking up and transferring residence and/or reporting obligations. Together with our partners at Schwärzler Attorneys at Law, we offer tailor-made solutions.

Our services:

• holistic, individual asset strategies
• individual advice on succession and inheritance planning to ensure a smooth transfer of assets to the next generation
• analysis of the tax situation and development of strategies to minimise the tax burden while complying with all relevant regulations
• advice on optimal asset structuring

We will be happy to advise you on all your questions regarding family office solutions.