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Holistic advisory services for assets, entrepreneurial families, and succession

Family Office Practice Group
Reliable advisory services for complex wealth and corporate structures

Preserving wealth. Shaping values. Safeguarding the future.

Family offices are at the center of sophisticated economic, legal, and tax-related challenges. Facts+ supports you with an interdisciplinary advisory approach that integrates legal, tax, and audit-related aspects, as well as issues of restructuring and governance.

Our multidisciplinary firm structure enables us to develop tailored solutions for a wide range of wealth and corporate situations—always with the objective of ensuring continuity, discretion, and the highest level of quality.

Multi family offices regularly manage large and complex assets with a long-term, often multi-generational focus. In addition to entrepreneurial families, our clients also include foundations and institutional investors. The associated requirements demand individualized, forward-looking, and robust concepts.

Within the Family Office Practice Group, we consolidate the expertise of our specialists to provide dedicated points of contact, absolute confidentiality, and senior-level advisory services—substantiated by long-standing mandates and recognized professional accolades.

Key Areas of Expertise

  • Corporate and M&A advisory

  • Business valuation

  • Real estate management (contract drafting, reporting, and controlling)

  • Advisory services for shareholders and members of supervisory and control bodies

  • Development and implementation of family office governance structures

  • Corporate and tax structuring

  • Forward-looking tax planning and ongoing tax advisory services

  • Annual and consolidated financial statement audits, as well as special audits

  • Structuring of business and wealth succession (inter vivos and inheritance law)

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