Tax advice for large assets
For substantial wealth, the analysis starts with a clear inventory: ownership, country, value, acquisition date, financing and related income. This overview separates recurring obligations from future decisions.
business owners
Shareholdings, remuneration, dividends, personal assets and future transactions are considered together so that the business owner's strategy is not limited to a single company.
families
Ownership, liquidity needs, family governance and future transfers are examined alongside each generation's companies and investments.
investors
Asset classes, ownership, time horizon, liquidity and investment countries are organised before the portfolio is restructured or transferred.
Senior managers
Fixed and variable pay, incentives, shareholdings, international mobility and accumulated wealth are coordinated within the executive's personal circumstances.
Wealth tax planning
This aspect of substantial wealth places the tax decision in its wealth, business or procedural context, taking account of the documentation, dates and jurisdictions involved.
Financial assets
Portfolios, accounts, products, acquisition costs, returns and transactions are organised to establish their treatment and their place in the overall strategy.
Real-estate assets
The review covers ownership, acquisition date and price, financing, use, income and the country where the property is located, as well as the owner's residence.
Business shareholdings
Deeds, ownership percentages, voting and economic rights, value and flows with the company establish the shareholder's actual position before decisions are made.
International assets
The inventory is organised by country, asset, owner, value, income and reporting obligation to provide a consolidated view of assets spread across jurisdictions.
Structuring family assets
For substantial wealth, the analysis starts with a clear inventory: ownership, country, value, acquisition date, financing and related income. This overview separates recurring obligations from future decisions.
taxation of investments
For substantial wealth, the analysis starts with a clear inventory: ownership, country, value, acquisition date, financing and related income. This overview separates recurring obligations from future decisions.
Succession planning
Business continuity, ownership and the family's needs must be analysed together. An orderly transfer requires advance decisions on who will manage, who will hold a stake and which assets will remain inside or outside the business.
Frequently asked questions
What counts as high net worth?
The answer on substantial wealth depends on residence, ownership, the documents and the date of the transaction or notice. An initial review identifies which rules and obligations need to be examined.
How can wealth be structured tax-efficiently?
The answer on substantial wealth depends on residence, ownership, the documents and the date of the transaction or notice. An initial review identifies which rules and obligations need to be examined.
How is wealth held in several countries managed?
The answer on substantial wealth depends on residence, ownership, the documents and the date of the transaction or notice. An initial review identifies which rules and obligations need to be examined.
How to plan the transfer of equity?
The answer on substantial wealth depends on residence, ownership, the documents and the date of the transaction or notice. An initial review identifies which rules and obligations need to be examined.
Why is it important to plan before an operation?
The answer on substantial wealth depends on residence, ownership, the documents and the date of the transaction or notice. An initial review identifies which rules and obligations need to be examined.