Wealth Structure Solutions Advice

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 the client?s overall wealth management strategy - both liquid and illiquid assets - and is internationally compliant.

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

Company Formations and Trusts

Our experience in the establishment and administration of trusts, foundations and holding companies equips us well to provide specialized services to large and complex trusts and estates, particularly in the context of a rapidly changing external environment. The imperative is to assist professionals in providing their clients with ongoing peace of mind and security.

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

We work closely with international regulatory authorities to promote innovative, compliant solutions relevant for demanding international professionals.

Liechtenstein Funds

We offer Financial Institutions, Portfolio-Managers, Trustees and Insurance Companies a neutral platform to establish funds under Liechtenstein Law. Within this legal framework, fund promoters have substantial flexibility in structuring fund products in accordance with their and their clients? specific needs. We provide a wide range of services in relation to the establishment and ongoing administration of funds including:

• Product development
• Drafting of fund prospectus and investment guidelines
• Negotiations with deposit bank, auditing firm and other authorities
• Maintenance of share registry
• Half-yearly and annual fund reports
• Quarterly statuory reports for the financial supervisory authorities

Corporate Services

Kaiser Ritter Partner also offers its expertise in trust and estate planning, the incorporation of foundations, portfolio management and fund administration to institutional clients, intermediaries and small and medium-sized wealth advisors who may not have these skills in-house, or where it is economic to outsource such activities, allowing them to focus on cultivating client relationships. We are also able to offer consolidated reporting and other back office services.

Insourcing
By the same token, we welcome collaboration with niche wealth management specialists who augment our capabilities and provide best-in-class, internationally compliant products and services.

Global Expert Network
The Group also draws on the 21i.net Private Wealth Partners network, an interdisciplinary knowledge community comprised of professionals and thought leaders committed to improving private wealth management on behalf of the very affluent.