Private wealth management | Deloitte solution
- Wealth management industry is facing dramatic changes which impact its business model: regulatory pressures, growing transparency and market competition are reshaping this industry.
- In the same time, private clients (High Net Worth Individuals) and their advisors (Family Offices, Asset Managers) have to deal with a more complex tax landscape and are seeking professionals which are able to deal with international corporate and personal tax issues.
Our dedicated professionals are in position to provide our clients with holistic tax services and design sustainable tax strategies which encompass the following areas of expertise:
- Sale/transfer of private companies
- Corporate restructuring
- Investment funds for private wealth
- International tax and estate planning
- Real estate and properties structuring
- Succession planning
- Income and investment tax compliance and reporting
- Single Family Office set-up
This flyer is also available in German.
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