The situation of each individual is unique, and so are the dynamics within each family. From a thorough understanding of the client’s specific needs, we advise on the organisation, protection, transfer of our client’s estate. This includes family governance, inheritance, donations, investments, transfer of family business to next generations or outside the family, mobility, family holdings, control structures, trusts, dispute resolution, mediation. We cover the tax aspects both at the federal level (including the Cayman Tax) and at the regional level, also in an international context.
When necessary, we also assist our clients to obtain a tax ruling in order to ensure the required level of certainty. We assist and defend our clients in case of any tax audit or litigation related to these matters.