Responsible management of family assets
An overlap between company and private interests is unavoidable at family enterprises. Special importance is thus assigned to devising a strategy for family assets. It is with this in mind that KSB INTAX has designed a counselling service specially tailored to this aspect that we call “Family Office”. Based on a systematic interlinkage between the specialized disciplines of law, auditing and taxes, we devise appropriate solutions together with you for your family assets: from staking out your objectives in the private and company spheres all the way to developing a structure for asset planning and management.
KSB INTAX has many years of far-ranging experience in assisting family-owned companies. We have been advising many of them in the structuring and management of their financial assets for several generations. We also act as a link in communication with the banks of our clients. In particular, we have well-founded know-how in the following areas:
- Strategies for optimal asset planning and management
- Design and structure of private asset and tax matters
- Planning of the decedent’s estate, wills, inheritance tax and foundation law
- Family law for entrepreneurs, the design of nuptial agreements and divorce agreements.
- Preparation of complex tax statements
- Preparation of annual financial statements and revenue and expenditure accounts
- Assertion of clients’ interests with government authorities and courts
Interdisciplinary advice with results-oriented solutions
An experienced advisor will discuss your aims and objectives in detail with you in an atmosphere of calm deliberation. In putting the various steps into practice, our advisors will draw on the expertise of a team made up of experienced attorneys, auditors and tax consultants.
Together with you we will develop individually tailored strategies for the sensible investment of your assets in both the private as well as the company spheres.
Advice with a view to the big picture
Family enterprises have complex structures. This is because the borders between the private and company spheres have to be constantly re-determined and redefined. That is why it is warranted to occasionally take one step back to widen one’s perspective. A view for the overall picture is therefore always a part of our open, trusting dialogue with our clients in order to be able to adequately take into account your private interests as well as company requirements.
Degree in Business Finance (Polytechnic) (Diplom Finanzwirtin (FH)), Attorney, Tax Consultant
Certified Attorney in Tax Law
Certified Attorney in Family Law, Mediator
Graduate Degree in Business Administration (Diplom-Kauffrau), Tax Consultant
Graduate Degree in Economics (Diplom-Ökonom), Tax Consultant
Attorney, Tax Consultant
Certified Attorney in Tax Law, Certified Executor of an Estate (AGT)
Executive MBA HSG, Attorney
Certified Compliance Officer, Certified Compliance Auditor