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Family Office

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.

Our expertise

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.


Your contact

Attorney

Associate Partner

Tax Consultant

Degree in Business Finance (Polytechnic) (Diplom Finanzwirtin (FH)), Attorney, Tax Consultant

Partner

Executive MBA HSG, Attorney

Partner since 1995

Tax Consultant

Attorney

Graduate Degree in Business Administration (Diplom-Kauffrau), Tax Consultant

Graduate Degree in Economics (Diplom-Ökonom), Tax Consultant

Associate Partner since 2008

Attorney, Tax Consultant

Partner since 1999


More information

Familienunternehmen
Unternehmerfamilien

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