Services Concordanz Institution

Asset Protection/Asset Structuring 

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As a family business or wealthy private individual, are you facing the challenge of securing your assets for the future and for forthcoming generations?

Our experts at Concordanz Anstalt work closely with renowned banks in Switzerland and abroad and with experienced asset managers to develop your individual concept. In doing so, we consider your respective life situation, your place of residence, family circumstances, investment horizon and the nature of your assets.

We understand that each client is unique and has different goals. That’s why we place great importance on getting to know you personally and understanding your individual concerns.

Our experts have extensive experience in asset protection, international wealth structuring, trusts and foundations, tax as well as in giving legal advice and succession planning.

 

Our services:

  • transparent and comprehensible advice on the complex issues of asset protection and structuring
  • risk analysis and assessment to identify potential risks and threats and develop a tailored protection strategy
  • support in the prevention of legal disputes and conflictual situations.

We will be happy to advise you on asset protection and asset structuring.

Further services

Legal advice 

Our team of experienced lawyers will be happy to assist you with any legal questions and the development of solutions.

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Establishment & administration

We advise and support you in choosing the legal form that suits your needs and take care of the incorporation for you.

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Taking on mandates

We are happy to take on your mandate for management in companies, foundations and trusts in management and organization in a wide variety of functions.

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Advice on inheritance & succession arrangements

We will be happy to advise you on the smooth transfer of your assets to your descendants by means of foundations and trusts.

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Family Office Solutions 

Our team will be happy to advise you in connection with the establishment and management of structures for your wealth planning.

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