We offer a wide range of services for our customers. The highest quality standards also apply to us in terms of security and discretion.
As independent expert advisers, we support you and your family with the design and execution of financial planning that satisfies your personal interests, wishes and needs, and safeguards your assets for generations to come.
We are assisted by a network of carefully selected domestic and international partners.
In our role as independent trustees, we provide you and your business partners with support services for domestic and international commercial transactions.
We accompany you every step of the way, from preparing and reviewing contractual agreements, opening accounts, and handling and checking payment transactions, right through to subsequent protection of your contractual rights.
We provide professional advisory and coordination services for the planning and implementation of family governance structures, in line with your family’s values and vision, and based on a strategy geared towards protecting, growing and overseeing family assets.
We help you to structure your legal, financial and personal needs and affairs, removing the burden of day-to-day administrative and monitoring tasks. We also provide you with regular reports.
With services that avoid conflicts of interest and are aimed specifically at generating added value for you, combined with the expertise of our network of specialist partners, we always provide objective, comprehensive advice, which in turn maximises the benefits for you and your family.
Due to the wide range of legal requirements, structuring private and business assets is a complex task, and it demands additional expertise if cross-border interests are involved.
We can evaluate your assets, as well as providing specific recommendations for enhancing your asset structure. Our advisory portfolio extends from adjustments to your current situation through to achieving a balanced and sustainable long-term asset structure that meets the needs of current and future generations.
We offer advice on planning, and support the implementation of domestic and international structures for personal assets such as real estate, jewellery, artworks, yachts and aircraft.
For clients with business interests, we can handle the planning and implementation of domestic and international structures for commercial assets, such as consolidation and holding company structures, retail, manufacturing and service companies, and private equity investments. We develop optimum, long-term tax strategies for you, your family and your business. If required, we can help you to find suitable office space and staff (substance requirements), and can also assume supervisory board responsibilities in holding company and other business structures.
As an objective partner, we assist you in selecting specialists from our extensive network, in particular asset managers and banks.
Threats to your assets as a result of loss or third-party access can arise in commercial settings or in connection with financing, as well as from divorce or inheritance. Some threats to assets cannot be foreseen or influenced, but most can be managed by means of careful planning and precautions.
We provide advice on planning and help you to put together suitable asset structures, including classic approaches such as Liechtenstein foundations, establishments (Anstalten) and trusts, as well as alternatives structures in the form of a protected cell company (PCC).
You will also receive advice on how to keep business and personal assets separate and how to protect them. This ensures that the loss of your business assets does not have an impact on your personal assets, and vice versa.
We continuously manage risk, which offers protection against rapid changes and the new risks that can arise as a result.
The challenge of aligning the contrasting interests of a family and a business is made all the more difficult by the friction between a rational business mindset and the emotions running through family ties.
We give family business owners advice on developing and implementing family strategies, including accompanying monitoring and conflict-resolution mechanisms.
We do this by analysing business and family interests with you. Our support services include assistance with preparing governance guidelines comprising short-term, medium-term and long-term frameworks for both areas.
Our extensive experience of working with family business owners enables us to help you structure company ownership rights, and we can also draw up made-to-measure family and corporate governance structures in the form of a family business governance code.
For decades, Liechtenstein foundations have proved their worth as an ideal structure for achieving philanthropic goals.
We can provide you with comprehensive advice on setting up and managing a charitable foundation. This ranges from advice on tax optimisation measures for the dedication of assets, to the design of the foundation’s organisational structure in line with your requirements, as well as ways of capitalising on tax benefits available to the foundation itself.
Clear and transparent reporting on the foundation’s activities ensures constant oversight of the projects it finances.
The potential applications of blockchain technology go far beyond the world of cryptocurrencies. A blockchain is based on distributed ledger technology (DLT), meaning that the data storage system is not dependent on a central provider, but is decentralised, and administered by members of a peer-to-peer network who are connected by computer.
Units of value (“tokens”) created by the blockchain are a tool for determining the ownership of rights to assets and services of all kinds, such as securities, music licensing rights, vouchers, warranty rights, property rights, and rights of use.
Liechtenstein was the first country in the world to fully incorporate legislation on this topic into its legal system – the Gesetz über Token und VT-Dienstleister (Token and TT Service Provider Act) came into force on 1 January 2020. The act is designed to provide online protection for the wide variety of blockchain applications, their diverging interests and their representatives, as well as to create legal security for them and regulate key matters related to the technology.
Based on this legal security, we support your commercial deployment of blockchain applications. Serving as a one-stop shop, we prepare a comprehensive plan that includes analysing the need for official approvals and drawing up a framework for collecting quotations from various service providers.