Entrepreneurs &
Entrepreneurial
Families
Advisory
Packages
en-US
We support entrepreneurs and their families at every stage of their business and family journey, offering strategic legal and tax advice that promotes business growth, protects personal wealth, and unites the family in their endeavors. Our advisory services for entrepreneurs combine practical business management expertise with technical proficiency, helping you seize opportunities and confidently overcome challenges.
We provide you with an overview of possible legal forms, the founding documents, and holding structures. Once we have clarified your objectives (which business, where, who is involved, are there exit scenarios (“build and sell”) or a long-term strategy, should family members be involved) and aligned everything with the “Initial Tax Structure,” we will help you choose the right structure and guide you through the formation process.
We examine your planned holding structure and company form from a tax perspective (ongoing taxation, distribution tax burden including cross-border aspects, and any taxes in the event of a sale or inheritance, as well as exit taxation). If we also support you in the business formation process, our advisory services include a comprehensive tax analysis.
We will support you in meeting all legal reporting and AML (Anti-Money Laundering) obligations in the course of formation, including tax registration. If needed, we can take over the ongoing tax advisory for you and your newly formed company, including all tax returns and annual financial statements. We can also prepare template corporate documents for you (e.g. notice of meeting, shareholder resolutions—especially for multi-tiered companies) and revise articles of association to reflect current legal, tax, and client-specific circumstances.
As soon as your company begins generating returns that do not need to be (or do not have to be) reinvested in the business itself, we support you—together with our network—in making the right investment and allocation decisions. In coordination with you and the appropriate experts, we identify the suitable holding “box” and, if necessary, initiate initial considerations regarding the involvement of the family or the next generation (NextGen) in investment assets. Separating your investment assets from the operating company may also be useful from a liability and tax perspective. These steps lay the groundwork for professionalizing family assets in the direction of a family office scenario.
