For us, your requirements and needs are the basis for planning your asset structure. We always keep an eye on all legal and tax aspects and try to bring about improvements for you. As we work strategically on a long-term basis, we place a strong focus on comprehensive future and succession planning. Foundation consulting is also part of our strategic asset structuring.
Optimisation of your asset structure aims at more than short-term success. It is an important cornerstone which enables your assets to develop their full potential and meet your individual requirements. We take an inventory of the situation, analyze your asset structure and develop proposals for the optimal structuring of your assets – both liquid and illiquid. Our in-house research provides the necessary fundamental and basic data for a long-term projection of your asset structure.
Trusts and foundations domiciled in Germany or abroad have in some cases been used for centuries to achieve a wide variety of goals. Whether for the purpose of becoming involved in a charitable cause or protecting a family business from fragmentation or taking advantage of a variety of income or property tax privileges, a well thought-out structure involving the setting up of a foundation or trust can often be of great benefit. We are happy to share our many years of experience in the initiation and administration of such entities with our clients.
Together with our clients, the FERI family office develops time-honoured strategies for issues concerning death and inheritance, such as wills, inheritance contracts and provision for underage children. Equally important is advance provision for the integration of family members into private roles or positions within a business. Besides the preservation of assets, this service aims to support the optimal selection of value transfer options. All this is done in close collaboration with your tax and legal advisors or with first-class professionals recommended by us.