Even private assets (and assets do not start at several million) must be recorded and managed with increasing precision and detail. We provide support for the resulting tax and legal questions based on our many years of experience, including for members of a family office.

Monitoring the results of the investment strategy is part of private asset management. Similar to an annual financial statement in the corporate sector, you also receive a comparison of expenses and income as well as assets and debts.

If this is compiled over the years and presented graphically, fact-based decisions can be made in the area of ​​private assets, just like in a company.

In addition, the tax consequences of decisions made or planned are calculated, as well as liquidity planning.