Family office
"Liechtenstein has very good conditions for operating a family office. Our independence as well as our expertise in the areas of governance, risk and compliance is an ideal complement to this."
Stephan Ochsner
The concept of a family office is not regulated by law in Liechtenstein. There is therefore a great deal of flexibility in its structure, in particular
- Single Family Office (for one family)
- Multi Family Office (for several families)
- Family Office is itself a regulated financial services provider
- Family Office coordinates / monitors only mandated financial service providers
- Family Office managed through a trust or foundation (also possible: Private Trust Company acts as trustee of a corresponding trust)
- Family Office managed via a Proteced Cell Company (PCC)
- Family Office also includes charitable components
Other services
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The reason for setting up a family office is, in particular, the possibility of receiving a service tailored to the needs of the family in a better quality and at more favourable prices. After all, established financial institutions have to serve a large number of customers with different needs.
Relevant services can be in particular
- Fiduciary services
- Legal advice
- Tax consultancy
- Asset management
- Sustainable investment (ESG criteria environmental, social and governance)
- Philanthropy (public benefit)
- Succession planning
- Banking
- Reporting
- family governance
- Risk Management
- concierge services
As a one-stop shop, Liechtenstein offers all these services and also has a favourable tax regime. Our independence, our many years of experience in managing financial institutions and our expertise in the areas of governance, risk and compliance make us the ideal partner for running a family office. Last but not least, we maintain excellent contacts with fiduciaries, asset managers, banks, tax advisors and reporting service providers, enabling us to support you individually in all matters. In addition, we can provide services especially for Russian-speaking clients and offer concierge services of the highest quality.
Our services include in particular
- Structure and organisation of your family office
- Mediation and establishment of contacts with competent fiduciaries, asset managers, banks, tax consultants and reporting service providers
- coordination and supervision of the financial services and financial service providers used
- Support in the implementation of family governance
- Support in the search for desired properties as well as in the purchase or sale of real estate
- Support with a possible settlement in Switzerland or Liechtenstein
- Recruitment and management of employees
- General support for the family (concierge services, organising events, organising personal appointments and business trips, dealing with authorities, selecting schools etc.)