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Wealth & Asset Management

We help bring critical questions into focus, which lead to bolder strategies, simplified operations and sustainable growth. Our sharp understanding of the state of play allows us to shift discussion from reacting to change, to helping shape it. Ultimately, our work helps you not just stay competitive, but change investing for the better.

Clients trust us to help them achieve their vision. We provide guidance and resource for any change, including provider selection and implementation, contract reviews, target operating models, board effectiveness and leadership development and regulatory compliance.

Family Law and Estate Planning

Private matters deserve personal attention. Our knowledge and experience are combined in drawing up official documents with personal commitment. A valuable mix for advice and services in the field of family law, inheritance and estate planning.

Many people wonder how certain matters are regulated in case they decease, or what happens when they are no longer able to act themselves. Trusts, foundations and companies are common and established vehicles for structuring, preserving and growing family wealth for current and future generations. Such structures need to be set up in an individualised manner to efficiently and effectively achieve the desired objectives of succession and financial planning, always in accordance with applicable laws and regulations. We work with a range of companies and provide tax advice to develop best business solutions. Our tax experts are ready to quickly assist in the most complex business ventures and assess all the relevant risks to provide the most suitable and practical solutions.

We offer you highly personalised and robust solutions to accomplish your family goals. We act fully independently with only your best interests in mind and free from any conflicts of interest.

Analysis

We analyse existing structures, your situation and circumstances as well as any current or future regulatory requirements in order to set up or take over a structure that can deliver the results you expect.

Implementation

We can set up the proposed structures in-house and/or coordinate the set-up with external professional firms. Depending on your needs and preferences, we can also work with external partners selected by you. We are flexible in every respect.

Administration

Once your wealth management structure or your succession solution have been established, we take care of the day-to-day administration of the assets held by the structure, managing purchases and sales, acquisitions and other related transactions as required.

Monitoring

To ensure that your long-term plans are implemented in the best possible way, we monitor the structures put in place and systematically analyse whether improvements and changes need to be made to keep a structure in the best shape from all relevant aspects. We regularly review the impact of regulatory changes to keep a structure both robust and compliant with applicable laws.

Fund formation and structuring

Our team covers the whole range of fund formation and structuring, fund management, regulatory issues as well as transactional work for investment funds of all sorts and sizes - from global footprint to start-up. From our partners offices in the Netherlands we work as a multidisciplinary team with corporate, banking, securities, restructuring, real estate, regulatory and tax expertise. Our diversified client portfolio asks for diver’s assets to fulfil the different strategies. This allows us to demonstrate our pragmatic and agile approach on a daily basis.
Our clients consist of corporates, financial institutions, sovereign wealth funds, family offices and individuals acting in their capacity as professional investor or manager.

We help clients navigate every facet of the fund formation process, including:

• Determining optimal organizational fund structure and establishing the fund;

• Defining the fund’s investment strategies and policies;

• Determining the material terms of key fund agreements; drafting and negotiating the agreements;

• Evaluating opportunities and performing due diligence in connection with proposed investments;

• Drafting, reviewing and negotiating documents related to potential investments;

• Providing ongoing regulatory and transactional advice;

• Assisting with other issues that may arise related to taxation, intellectual property, etc.

We work with our client and other service providers, such as third-party administrators, fund accountants and auditors, to assist with designing a comprehensive approach for compliance.

Our services

Legal & Tax

Years of experience in all substantive areas of taxation both domestically and internationally.
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Blockchain

Valuable insight to companies beginning or expanding their use of these technologies.
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