«Family Office»
Dr. Marco Felder, Dr. Stefanie Frohnecke and Anna Stark, 2024
A family office offers tailor-made support for wealthy families and individuals to meet their complex financial and personal needs. It serves to protect and consolidate assets, assist with large asset inflows and avoid major tax losses and wealth fragmentation through planned generational succession. It also provides support with philanthropic commitments and offers independence and comfort. The services of a family office are comprehensive and customizable, often using an international network of specialists in areas such as banking, real estate management, investment funds and insurance. Setting up a family office offers numerous benefits such as improved wealth management, optimized tax planning and efficient succession planning, which is particularly beneficial for business families.
Topics in the publication
- Reasons and advantages for setting up a family office
- Asset protection
- Consolidation of assets
- Sale of assets and wealth management
- Avoiding major tax losses and the fragmentation of assets due to planned generational succession
- Generational succession
- Philanthropic commitment
- Independence and comfort
- Advantages of Liechtenstein as a location
- Our support in the family office sector