One overall view
Everything the family owns, in one clear report.
Your wealth, organised for the next generation.
Income tax, wealth, succession, family structure and family office.
Area II
Wealth that is not organised and prepared is lost within a generation.
We take care of income tax, wealth tax and succession, of the family’s structure and of coordinating everything it owns — a family office without having to build one.
Who provides it
Pearson Specter, with the specialists from our associate firms that each matter requires.
Why it matters
Tax, up to date
Income, wealth and inheritance tax, planned in advance.
Continuity
The next generation, prepared and with clear rules.
Private Clients
What we do
Personal tax
What every family needs to have in order.
- Income and wealth tax
- Inheritance and gifts
- Family tax planning
Family office
For families who want one firm to answer for everything.
- Family structure and protocol
- Consolidated reporting
- Real estate and private assets
- Coordination of entities and advisers
Private Clients
Who it is for
- Families with wealth of €500,000 or more
- Heads of family preparing their succession
- Families with assets across several entities or countries
Private Clients
How we work
Inventory
Every asset, company, account and obligation, in writing.
Diagnosis
Tax, succession and structural risks.
Plan
What we will do, in what order and for what fees.
Follow-up
A quarterly report and an annual review with the family.
“What is built in one lifetime is organised for several.”
Guidance only. It does not replace advice on a specific case.
Other areas
A first meeting commits you to nothing.
Tell us about your situation. We will reply within 24 working hours, in strict confidence.