PRIVATE BANKING
FAMILY OFFICE
WEALTH MANAGEMENT
FINANCIAL STRUCTURING
SUCCESSION PLANNING
PORTFOLIO_MANAGEMENT
INSTITUTIONAL CLIENTS
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Financial structuring - a pillar of JAKOB CONSULTING's business
Financial structuring is the transfer of resources to specially created legal entities such as companies, foundations and trusts.
Private and structured assets are thus separated from another and can be organised independently. Maintaining the integrity of private assets, succession planning, protection of creditors, mobility / flexibility and confidentiality are the main reasons for such structuring.
Succession planning
Transferring ownership of companies or large financial estates requires empathy and professional, forward-looking advice.
JAKOB CONSULTING will always know the right partners for their clients to talk to when faced with this demanding task. We will provide independent and discreet advice. These services are deliberately not provided solely by us, which means that our clients can also count on external specialists when carrying out succession planning.
It involves:
- Advice on inheritance law, civil law and especially taxation law
- Setting up onshore and offshore legal entities (companies and foundations)
- Management and support of these legal entities
- Accounting and consolidation
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