Wealth protection is a matter of structure, not reaction. These seven points reveal whether your current setup meets the standards we apply for our clients.
View ChecklistAs an entrepreneur, managing director or shareholder, you often bear personal liability with your private assets. An insolvency, a lawsuit or a guarantee can destroy decades of wealth accumulation within months.
A Liechtenstein family foundation separates your private wealth legally and structurally from your entrepreneurial risk, provided the asset transfer takes place in good time and not in awareness of existing claims.
The equalisation of gains upon divorce is often higher than expected. Assets accumulated during the marriage are divided regardless of who generated them.
A foundation established in good time can help to structure assets outside the equalisation of gains. Timing is critical: the structuring must take place before a crisis occurs.
A will governs distribution, but it does not protect. Fixed legal claims, estate taxes and family disputes can substantially reduce the estate upon succession.
A foundation structure can complement succession planning and, when established in good time, help to reduce compulsory inheritance claims and optimise the overall tax burden. Alignment with applicable inheritance law is essential.
Holding all of your wealth in one country leaves you entirely subject to its tax and regulatory decisions. Wealth levies or new access provisions can be enacted at short notice.
International diversification through a Liechtenstein foundation creates a second legal layer. Liechtenstein is an EEA member, OECD-compliant and participates in the automatic exchange of information (AIA/CRS). Transparency is the foundation of every sustainable structure.
Many foundations are established without an active supervisory authority. The foundation council administers, but who oversees the foundation council?
On request, we assume the protector function and thus the fiduciary oversight of your foundation, with contractually defined rights and duties under Liechtenstein law. In this role we safeguard the interests of the beneficiaries and can intervene in case of misconduct.
Many high-net-worth individuals pay significantly more tax than necessary - not because they under-optimise, but because they think exclusively in domestic terms.
An international structure enables tax planning efficiency in full compliance with all disclosure obligations. Not fewer taxes, but the right taxes - fully legal and OECD-compliant.
For many entrepreneurs, years pass between knowing they should act and actually doing so. In that time, tax legislation, family circumstances and market conditions change. Often to their disadvantage.
A structured wealth plan with clear responsibilities, deadlines and milestones replaces vague intentions with binding steps.
We advise entrepreneurs and families on the establishment and management of Liechtenstein foundations. In our initial consultation, we determine together whether and how an international structure makes sense for your situation.
This conversation is not a sales pitch. We listen, place your situation strategically and provide an honest assessment, even if the answer is that you do not need a structure.
Schedule a Consultation30 minutes. Confidential. Personal. · Felix Heller, Managing Director