Client Case Studies

Assets in Germany and Southern Europe. Holdings in multiple companies. He sought to safeguard his life's work for the next generation. His existing tax adviser had no experience with international foundation structures.

Establishment of a family foundation in Liechtenstein within 6 weeks. Asset transfer structured in a tax-efficient manner. VADUZ Advisory appointed as protector. The wealth is now legally protected and succession clearly defined.

Own medical practice and substantial private wealth. She sought to separate and protect both on a long-term basis, before potential liability risks from the practice or personal changes could jeopardise access.

Separation of practice and private assets through a Liechtenstein foundation structure. Private wealth is now fully protected, independent of professional liability risks or personal changes.

Rental income in Spain, a shareholding in Switzerland, and primary residence in Germany. They had been paying more tax than necessary for years. Their previous adviser was only versed in German tax law.

International structural planning utilising existing double taxation agreements. The ongoing tax burden was substantially reduced, with full compliance maintained in all three countries.

Existing real estate portfolio in Germany, first international investment. The open market in Spain offered no attractive entry prices. Through VADUZ Advisory, he gained access to non-performing mortgages from a Spanish bank.

Acquisition of a mortgage well below the market value of the property on the Costa Blanca. Following a successful foreclosure, the property is held through a Liechtenstein foundation. Currently let with ongoing rental income.