Estate and Tax Planning Solutions

Affluent families typically have complex asset structures, often stemming from the international interests of family members. An overriding concern is to identify a tax structure which is both consistent with your overall wealth management strategy - both liquid and illiquid assets - and is internationally compliant.

Our tax services range from the development and assistance in the implementation of estate, succession, and inheritance planning in addition to income tax strategies.

Estate planning is a means of addressing long-term asset protection, inter-generational wealth transfer and inheritance. It is also a tool for providing for educational needs, philanthropic and/or social investment objectives.

Whilst the challenges vary from case to case, there is a universal need for a long-term approach which provides clarity, security and legal compliance, and at the same time respects your need for privacy.

We can advise you on the choice of entities and jurisdictions in which to establish your structures. We are able to act as trustees or directors on the boards of your trusts, companies or foundations, as well as provide full administration and reporting services.

Family Office Solutions

The Family Office is a dedicated structure which serves families typically with very substantial assets. Besides equipping you with a full and accurate ongoing picture of your wealth, it can also be a forum to integrate perspectives on family business issues such as intergenerational succession or entrepreneurship and social investing.

We serve as the point of contact and coordination for your family. Our family office harnesses our group-wide expertise with an emphasis on long-term objectives and priorities. This structure enables you and your family to achieve a coordinated, transparent ongoing management of your wealth.

Over the years we have worked extensively with entrepreneurs and have served as their discussion partners for business and wealth related issues.

Investment Controlling

As part of our fiduciary duties we undertake to ensure that the assets under our supervision are invested in accordance with the terms you have established. Working closely with investment specialists, both internal and external, we will analyze the following:

• Investment Objectives & Risk Preferences
• Asset Allocation
• Investment Performance
• Manager Selection & Monitoring
• Legal Compliance

Administration Services

A key element of wealth management is timely information on the status of your wealth, both financial and non-financial in nature. At Kaiser Ritter Partner we pride ourselves on providing reports which are concise, transparent and timely. Our services include the following:

• Consolidated reporting
• Preparation of trust, foundation and company accounts
• Quarterly, half-yearly and annual reporting for proprietary funds
• All relevant statutory reporting