FAMILY OFFICE

Structuring, organizing, and setting up family offices

Asset owners have a legitimate right to expect professional, competent, and transparent management and administration of their business and private assets.

INFOB supports asset owners and their families in structuring and organizing their asset management, setting up their own Family Offices, and further developing existing single or multi-Family Offices. We also assist with the decision to select external Family Office service providers.

As a trusted advisor, INFOB accompanies its clients from the initial idea to implementation and supports them in all relevant selection, organizational, and structuring decisions.

As a “Family Office for Family Offices” (see, among others, Private Banking Magazine 02/2021, p. 14 ff.; WirtschaftsWoche dated July 2, 2021, p. 78 ff.; ELITE-REPORT extra “Ausgezeichnete Family Offices 2019, 2020, and 2025”), INFOB stands for independent and objective advice that is always tailored to the individual needs of our clients.

Succession and generational management in leadership, ownership, and assets

Successful succession in terms of assets and companies does not depend solely on excellent tax and legal structuring. It is also crucial to align succession with the values and needs of the owner family and the skills and interests of the next generation.

Succession and generational management therefore often marks the start of a moderated succession process and accompanies the tax and legal implementation steps in parallel. This holistic approach is crucial for the acceptance and long-term success of succession in the areas of ownership, management, and assets.

INFOB pursues an integrated approach that combines succession and generational management with facilitation and mediation elements as well as tax and legal structuring options.

From moderating the succession process based on the St. Gallen succession model to formulating ideal family values and principles in a family charter to the tax and legal implementation of these values and goals — everything from a single source and to your advantage.