Services

My services built on over fourty years of insight, experience,
leadership and multi-disciplinarity.
I serve private individuals and families as well as corporates.

CORPORATES, FOUNDATIONS AND FAMILY TRUSTS

As independent advisor and yet closely linked to a broad network of top specialists in TAX, LEGAL, M&A, Private Equity, Real Estate and Assurance.

I support you in navigating the challenges of change as well as taking advantage of its opportunities.

  • Board memberships in privately held and listed companies
  • Activity as member of the Board of Family Foundations and Foundations with a focus on Music, Art and Education
  • Carefully selected Trusteeships in Family Trusts

PRIVATE INDIVIDUALS AND FAMILIES

Protect and preserve

  • Against full transparency, crime and fraud
  • Against "financial repression"
  • Against excessive taxation
  • Freedom to move funds and assets
  • Safe bank for cash deposits

Grow and develop

  • Insight into economic trends and potential threats
  • Asset allocation (financial assets, real estate, etc.)
  • Selection of banks and portfolio managers
  • Performance measurement and comparison
  • M&A, private equity, real estate Structure, governance and controlling

Structure, governance and controlling

  • Corporate governance ( fast growing family business)
  • Proper family office setup
  • Systematic monitoring / managing of risks
  • Assurance challenges

Family and succession planning

  • Tax and structural planning
  • Next generation education
  • Family governance
  • Trusts and foundations

Leisure and sense of purpose

  • Philanthropy
  • Residential properties
  • Arts
  • Investments of passion

CLIENTS NEEDS

To meet clients' needs, I offer, in close cooperation with a strong network of highly experienced specialists, advice in the following areas:

  • Tax and Legal
  • Wealth Structuring
  • Estate Planning
  • Governance
  • Relocation to Dubai/UAE
    (residence permit and real estate)