Securing values through consulting, controlling and auditing

Wealth brings responsibilities. A private family or a company must manage its wealth securely and systematically. And this is not so easy. The management of a diversified asset portfolio, its maintenance over several generations, and the economic, civil and tax law requirements represent major challenges for the owners of such assets. To secure your assets for the future, you require a detailed analysis of the current situation, sound management, and careful planning for subsequent generations. In some circumstances, setting up a foundation may be an appropriate alternative. We firmly believe that the complexity of the challenges facing our clients can be successfully handled with a tailored structure from a single source.

Our services in the area of auditing and consulting with relation to asset structures are:

Asset controlling

Asset controlling made simple

Our services in the area of asset controlling are:
  • Tailored reporting according to unified standards
  • Preparation and assessment of asset guidelines
  • Portfolio and structure analysis
Consulting and support for Family Offices

Full-service package for Family Offices

Our services in the area of Family Offices:
  • Private financial planning
  • Optimization of the asset structure
  • Optimization of the asset structure
  • Support with the selection of service providers and coordination of these
  • Secretarial services incl. schedule management and management of payment transactions
Consulting and auditing of foundations

Comprehensive services for foundations

Our services in the area of foundations:
  • Consulting on setting up of foundations incl. foundation statutes
  • Development of succession and foundation solutions
  • Implementation of not-for-profit foundations and family foundations
  • Preparation of financial statements in accordance with IDW RS HFA 5
  • Auditing of financial statements in accordance with IDW PS 740
  • Preparation and appraisal of capital maintenance concepts
  • Ongoing tax consulting incl. appraisal of not-for-profit issues

Additional services


Auditing: Creating added value rather than just ticking the boxes


Tax consulting

Tax consulting to your advantage


IT & Digital Corporate Management

Digitalization – certainly, but as secure as possible


Business valuation and transaction consulting

Business valuation for companies of any size as well as transaction consulting: individual solutions and solutions tailored to the needs of mid-market companies


International services

Our international presence


Financial accounting, payroll

Outsourcing –Providing our organisation with key assistance, whilst ensuring compliance with all relevant regulations


Restructuring & insolvency

Successful restructuring or managed insolvency


Foundations and other other asset structures

Securing values through consulting, controlling and auditing