Your residence: Netherlands
Your interests:
Capital preservation and capital gains, Tax optimization, Estate planning, Relocation of primary residence
Conservation and growth of family wealth
As the adviser and sometimes trustee for a small number of very large family trusts, swisspartners provides a wide range of family-office type services. Together with family members, protectors, asset managers, and advisers, as the case may be, we look after assets all over the world, ensure up-to-date transparency in all transactions, and prepare comprehensive reports on all important matters. In addition, we use our own network of advisers to supervise existing legal structures and to suggest and implement changes if the legal or tax environment is about to change or, for example, family members decide to move to other countries.
These services require a close and trustful relationship between the family and us. Only on the basis of mutual trust and transparency will a long-term relationship develop.
Wealth structures and tax planning
Wealth structures (and related structures with foundations, funds, insurance tools and the like) may form part of complex tax planning exercises. Why “complex”? The days of simple, straightforward tax instruments are over; in today’s legal, tax and political environment, tax planning has become a challenge. Still, wealth structures belong to the best tools for comprehensive tax planning.
The swisspartners Group has its own trust companies, foundations, insurance companies and offers in-house investment fund expertise. Being set up like this, swisspartners is ready to implement and administer the most complex tax plans.