At WTS, our private clients experts support individuals, family businesses, family offices and non-profit organisations in dealing with all specialist questions. These include succession issues, complex civil law issues, the implementation of voluntary engagement, asset controlling (WTS-QPLIX), return to tax compliance and the tax optimisation of domestic and foreign investments.
Our goal is to provide long-term tax assistance for your assets through the generations and help you to maintain their value.
In doing so, we always keep your particular personal and family situation in mind. This enables us to develop solutions that are tailored specifically to your needs.
Our WTS tax experts are also available as sparring partners when it comes to setting up an investment process and accompanying it in the long term. Although we do not provide investment advice or portfolio management, we work very closely with the banks and asset managers of our clients.
At WTS, our experts will gladly assist you with the following issues relating to private clients & family office services:
WTS - QPLIX asset controlling provides comprehensive data and information to owners, family offices, asset managers and risk managers for controlling and implementing an investment strategy, for risk management and for the overall monitoring of assets.
At WTS, we have extensive expertise in automating tax processes using tax tools, especially in the fields of financial services and asset management. Our experience in business partnering makes us predestined to support family offices in their asset controlling.
Please contact us to discuss your individual requirements.
We regularly provide information about developments and new regulations on succession issues, complex civil law issues or the tax optimisation of domestic and foreign investments.
Do you have any questions about our services or WTS? Please let us know. Please fill in our short contact form. We will get in touch with you as soon as possible.