AUSTRIAN FAMILY OFFICE

Families with complex ownership and asset situations require special financial solutions: from liquidity planning and tax optimisation to individual provision and estate concepts.  

Our family office provides comprehensive solutions. We have many years of experience in family office services and provide comprehensive and tailored advice and services in all legal, financial and personal matters to high-net-worth individuals and families.

 

We have an international network of lawyers, asset managers and bank advisers as well as insurance and other experts at our disposal. Our consultants for family office services ensure the coordinated integration of all specialists required.

Wealth Management & Investment Services

  • Diagnosis of your overall financial situation

  • Defining the family’s investment objectives

  • Establishing risk profile and investment horizon

  • Global asset allocation and investment strategy

  • Evaluating non-registered securities

  • Administering and advising on banking relationships

  • Opening private bank accounts on behalf of the family

  • Discretionary and non-discretionary mandates

Monitoring and Reporting

  • Consolidated reporting of global bank accounts

  • Consolidation and reporting of all family assets (including non-bankable assets)

  • Consolidated performance reporting

  • Risk adjusted performance reporting and risk attribution

  • Benchmark comparison

  • Fiscal annual performance

  • Risk reporting

  • Offering an online reporting system

Family Governance

  • Support in putting family governance into place

  • Arrangements for succession within the company

  • Support with legacy protection

  • Set-up of family constitution

  • Organising family retreats and family assemblies

  • Supporting family council meetings

  • Mentoring family members

  • Individual education according to family members needs

International Tax Planning

  • Double-tax treaty planning for family-owned companies and real estate

  • Local and international tax advice

  • Fiscal company migration

  • Preparation of tax returns (incl. country of residence)

  • Swiss tax advice

Trustee and Corporate Services

  • Advice on issues of company incorporation and management in various jurisdictions

  • Managing family shareholdings

  • Selecting appropriate jurisdictions for trusts, foundations and other (corporate) structures

  • Setting up, administering and coordinating trusts, foundations and other (corporate) structures

  • Coordinating contacts with various local and foreign authorities

  • Selecting independent trustees and protectors

  • Controlling costs of external trust providers

  • Providing registered office facilities

  • Providing nominee services

Estate Planning

  • Support with estate planning

  • Support with drafting testaments/last wills

  • Marital contract planning

  • Support with prenuptial agreements

  • Retirement planning

  • Executorships

Charity & Philanthropy Services

  • Philanthropic planning

  • Assistance and guidance in the establishment and administration of charitable foundations

  • Support in formulating a donor's giving strategy

  • Technical advice on and operational management of charities

  • Establishing grant-making foundations and trusts

  • Preparing and presenting philanthropic initiatives

  • Organising fund-raisers

  • Operating your own charitable structure (by the family office) for clients to participate in

International Relocation Services

  • Analysing tax and other benefits of international relocation

  • Support with change of domicile

  • Support with obtaining international residence permits

  • Assistance in locating and applying to foreign schools

  • Coordinating contacts with all authorities involved (federal, cantonal and municipal)

  • Support with Lump-sum negotiations in Austria

Real Estate Services

  • Real estate advisory

  • Bespoke property search

  • Access to off-market luxuy properties

  • Creating a property portfolio

  • Administrative property acquisition support

  • Support with sale of real estate

  • (International) real estate management

  • Organising security protection of private residences

  • Real estate financing/mortgages

Lifestyle Service

  • Support with acquisition and sale of yachts, aircraft, (classic) cars, horses and other valuables (Passion investments)

  • Aircraft and yacht financing (read about: Running a Superyacht)

  • Refinancing aircraft, yachts and reviewing existing arrangements

  • Setingup tax-efficient structures for yachts, aircraft, art and the like

  • Providing digital images and condition reports of artwork in an online system

  • Recording insurance details of assets

  • Organising restoration and storage of art

Concierge & Family Services

  • Travel arrangements

  • Private secretary services

  • Concierge services

  • Hiring domestic staff (nannies, chefs, chauffeurs, private tutors and other household staff)

  • Managing household employees

  • Organising private events (weddings, celebrations, birthday parties, etc.)

  • Support with international schooling for your children

  • Purchasing, insuring and shipping assets

Insurance Services

  • Evaluating a portfolio of insurances and implementing new insurance policies

  • Renegotiating and amending existing policies

  • Support with private placement life insurance as a wealth planning tool

  • Organising international health insurance

  • Support with kidnap & ransom insurance

  • Support with universal life insurance as an estate planning tool

  • International personal liability insurance

  • Insurance related to special assets, e.g., aircraft, yachts, art and the like

Administrative Services

  • Support with general legal issues

  • Document & record management

  • Accounting

  • Bookkeeping

  • Collection and filing of your administrative documents

  • Payment of invoices and taxes, and arranging tax compliance

Budget & Cash Flow Management

  • Assessing actual wealth and current income, diagnosis of short- and medium-term liquidity requirements and long-term goals

  • Cash-flow projections

  • Private accounting

  • Cash management (bill paying, cash flow, budgeting, etc.)

Contact Us

Wipplingerstrasse 1, Top 2/1

1010 Wien, Österreich 

Tel: +43 1 943 93 19

 

Firmenbuchnummer und Firmenbuchgericht:
FN 327423 f, Handelsgericht Wien

 

Kammerzugehörigkeit:

Wirtschaftskammer Wien

FG Immobilien- und Vermögenstreuhänder

FG Finanzdienstleister

LG Versicherungsagenten

 

Umsatzsteuer-Identifikationsnummer:

ATU ATU72073347

 

Datenschutzvereinbarung

Wipplingerstrasse 1Top 2/1

1010 Vienna, Austria 

Tel: +43 1 943 93 19

 

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