Directors of family offices bear a lot of responsibility towards the family, regardless of whether they are employed or family members themselves. We offer external assurance services that gives the family certainty about the structures and processes within their family office and keep them continually informed about the development of its assets.

We specialise in assurance for consolidated legal entities in the form of an assets report, which shows assets at their market value.

Our services

Audits of financial statements

In voluntary audits we focus on your priorities; in statutory audits we give you the certainty that the legal requirements are fulfilled. When auditing the financial statements of investment corporations and securities institutions and when conducting audits under the Securities Trading Act (Wertpapierhandelsgesetz - WpHG), we are also required to observe regulatory rules.

Investment funds

We assist you, the asset holder or family office, with legal and tax advice in setting up investment funds, including authorisation/registration with BaFin. We also advise you with investment and funds structures concerning all the requirements of the Investment Tax Act (Investmentsteuergesetz – InvStG) as part of our ongoing tax advisory and from setting them up all the way to liquidation.

International structures

We help with establishing and optimising or selecting national and international investment structures. We take into account the legal structure and choice of location as well as the entire arrangement and potential effects on tax burden.

Tax compliance management systems family office

In addition, we will assist your family office with tax compliance management. If you do not yet have tax compliance management in place, we will help you in establishing and setting it up.

Planning and setting up a family office

If you are still planning your family office or legal structures, we will be glad to provide legal and tax advice and assist you with all the key questions, such as on setting up investment funds and on authorisation and registration with the German Federal Financial Supervisory Authority (BaFin).

Our awards 

We’re proud of the awards we’ve won. And we’re just as happy that our clients give us top ratings! We’re working hard to keep it that way. And that’s a promise!

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