Wealth Planning

As mobility of capital and individuals has increased significantly in recent years cross-border transactions, international consolidation of assets and the protection of wealth are essential features of the financial services industry nowadays. Constant changes in domestic and international regulations provide further challenges to clients that own a, diverse range of assets located in multiple geographic locations. Therefor Prinz von Preussen AG advises clients across the whole spectrum of Wealth Planning services, including:

  • Implementation of corporate and fund structures
  • Family Office Administration
  • Consolidation of Assets
  • Advice regarding estate and inheritance planning
  • Bookkeeping and financial reporting

Tax Advisory

Taxation is a main driver for many of our clients that take advantage of our relocation services. We have put together a network of leading tax specialists in a multitude of jurisdictions. These ensure cost effective and custom fit solutions that are fully compliant and tax optimized. Our tax services include:

  • Analysis and advice on international investment structures such as holding structures
  • Analysis and advice on international financing and/or licensing structures
  • Obtaining rulings from the responsible authorities to safeguard tax positions
  • Advice on tax efficient acquisitions of real estate
  • Analysis of tax implications of cross-border transactions and advice on opportunities to lower tax costs
  • Handling of all types of tax compliance matters in Switzerland, Hong Kong, Singapore, Cyprus, Malta and the U.A.E. 

Legal Advisory

In order to provide custom tailored solutions our experts in international banking provide the folllowing services:

  • Advise in all aspects of Swiss corporate and contract law, including mergers and acquisitions
  • Swiss real estate and construction law
  • Advise on the aquisition of real estate in other countries. With our local partners we advise you on the acquisition and holding of properties abroad.
  • Swiss inheritance law
  • Succession planning
  • Providing legal advice on Asset Management and Family Office matters
  • Coordination and management of international business operations

We also support our clients in structuring onshore and offshore investment funds. Investment funds are often a perfect solution as legal ownership of fund assets is separated from benefical ownership providing confidentiality and diversification.