Who we work with
Typical Cases
VADUZ Advisory advises entrepreneurs, asset owners and families when structural questions become concrete. Six situations that shape our work.
VADUZ Advisory advises entrepreneurs, asset owners and families when structural questions become concrete. Six situations that shape our work.
The Situation
A shareholder prepares the sale of his operating GmbH. Without a preparatory structure, the proceeds land unprotected in private assets. Exit taxation under § 6 AStG and the tax classification of the sale proceeds become critical.
Fields of Action
Preparatory holding structure, assessment of a contribution into a Liechtenstein foundation before signing, coordination of the exit question with our partner firm, protector option for long-term governance.
The Situation
A client shifts his centre of life to Mallorca. He simultaneously holds shares in a German GmbH and considers re-ordering the entrepreneurial substance long-term. The Beckham regime, the 183-day rule and German exit consequences interact in parallel.
Fields of Action
Structuring the change of residence, assessing applicability of the Spanish Beckham regime, classifying the German shares, establishing a Liechtenstein foundation as a long-term anchor, coordination with Spanish and German tax advisors.
The Situation
An heir takes over a grown estate with participations in Germany, real estate in Spain and an existing, unclear trust structure abroad. Attribution taxation under § 15 AStG and fragmented governance are pressing issues.
Fields of Action
Inventory of the existing structures, consolidation through a newly established or transferred Liechtenstein family foundation, clarification of tax attribution, appointment of a protector for the next generation.
The Situation
A managing shareholder stands personally liable for sureties, director liability and operational risks. A single legal dispute can jeopardise decades of wealth creation. The separation of private and business assets has not been structurally completed.
Fields of Action
Establishment of a Liechtenstein family foundation as a legally independent asset entity, clean transfer before any loss event occurs (contestation risk), integration of existing holding structures.
The Situation
An investor wants to acquire non-performing mortgage claims in Spain through our network, realise them strategically and hold the resulting properties long-term. The holding structure must address both Spanish and German aspects (IRNR, IBI, attribution, succession planning).
Fields of Action
Acquisition of the claims through an appropriate holding structure, integration of a Liechtenstein foundation for long-term governance, coordination with Spanish lawyers and tax advisors, exit strategy per property.
The Situation
A family with several children, mixed assets and clear ideas about distribution wants to structurally exclude forced-share pressure and inheritance disputes. A will alone is not enough to carry grown wealth across generations.
Fields of Action
Establishment of a family foundation with a precise foundation deed, differentiated beneficiary regulation, protector construction to secure the founder's will, coordination with German succession law (forced-share reduction with timely structuring).
Every situation is individual. The concrete path emerges in a personal conversation, in coordination with our partners for tax and legal advice and our trustees in Liechtenstein. We coordinate. Specialists implement.
Do you recognise your situation in one of the cases? In 30 minutes we place your starting point strategically and outline possible fields of action.
Schedule a Consultation30 minutes. Confidential. Personal. · Felix Heller, Managing Director