Communication with banks and financial institutions: Coordinating and managing relationships with banks, investment companies and other financial service providers.
Reporting: Regular reporting to family members on the status of the assets and the performance of the investments.
Document management: Management of all relevant documents such as contracts, account statements and legal documents.
Family Wealth Management.
Search for and identification of investment focuses of interest.
Creation of needs-based investment strategies.
Verification of compliance with these investment strategies.
Disputation of assets vis-à-vis third parties.
Third parties.
Analysis of the current situation and recommendations for adaptation.
Family Finance.
Accounting and reporting: coordination and monitoring of ongoing accounting by external accounting firms, preparation of financial reports and annual financial statements by professional service providers.
This applies primarily to associated companies.
Budgeting and financial planning: Preparation of long-term financial plans and budgets in cooperation with external financial experts in order to achieve the family's financial goals.
Development of short-term and long-term financial plans.
Maturity monitoring of all investment products.
Information on pending prolongation requirements.
Family Reporting.
Reporting, monitoring of performance.
Reporting on opportunities and risks.
Preparation of recommendations for action.
Family Real Estate Management.
Management and optimization of real estate investments, including buying, selling and renting.
Assessments on real estate financing.
Family Corporate Investment Management.
Support for entrepreneurial activities.
Purchase, sale of companies and/or company shares.
Investment Management.
Coordination with lawyers, tax advisors, etc.
Business management advice for the persons involved in the investment property.
Development of suitable financing options.
Family Risk Management.
Insurance management: Review and management of insurance contracts to cover financial risks.
Crisis management: development of plans to deal with unexpected events and financial emergencies.
Family Taxes.
Tax advice: providing tax experts who develop strategies to minimize the tax burden by taking advantage of tax benefits and incentives.
Tax structuring: Procurement of tax experts to develop efficient tax and participation structures.
Compliance: Working with external tax advisors to ensure that all relevant tax and regulatory requirements are met.
Succession consulting.
Family Workshops.
Seminars for family members and successors within the family.
Business management basics & interdependencies.
Financial mathematics, investment and financing.
Read and understand financial statements.
Risk and opportunity assessment.
Digital document management.
Transformation management.
Strategic planning
Goal definition: Identification and definition of short, medium and long-term goals for the transformation, based on the wishes and needs of the family.
Roadmap creation: Development of a detailed roadmap for implementing the transformation, including milestones and schedules.
Communication strategy: Creation and implementation of a communication strategy to inform and involve all stakeholders in the transformation process.
Employee and family member training: Organization and implementation of training courses and workshops to prepare and support everyone involved in the changes.
Participation structures
Restructuring of shareholdings: Planning and implementing the restructuring of corporate and investment models in order to increase efficiency and achieve strategic goals.
Integration of new investments: Support with the integration of new companies or investments into the family's existing portfolio.
Technology integration
Digital transformation: Selection and implementation of new technologies and digital solutions to optimize business processes and increase efficiency.
IT systems and infrastructure: Review and update existing IT systems and infrastructure to meet the requirements of the transformation.
Regulatory adjustment
Compliance management: Ensuring compliance with all relevant legal and regulatory requirements during and after the transformation.
Risk management: Identification and management of potential risks associated with the transformation, including legal, financial and operational risks.
Succession and estate planning
Succession planning: Development and implementation of succession plans to ensure a smooth transition of management and ownership rights within the family.
Estate management: adapting and managing estate plans to ensure they are in line with new structures and objectives.
Monitoring and evaluation
Progress monitoring: Continuous monitoring of the progress of the transformation measures and adjustment of strategies if necessary.
Evaluation reports: Regular preparation of evaluation reports to assess the results of the transformation and plan future steps.
