Most high net worth individuals and
families hold widely diversified asset portfolios, entrusting management of
security portfolios to various banks and assets managers and making direct
investments in real estate, direct equity holdings and art collections. In
our capacity as our client's family office, we act as a neutral partner,
providing comprehensive and transparent reporting for the various asset holdings
while at the same time acting on our own initiative to spur our clients when
important decisions need to be taken.
Claris excels at
international legal and tax optimisation and is entrusted with the
tax-efficient structuring of our clients' international assets. Being a
family owned and family run office, we pride ourselves in having both the competence for
excellence in results but also the values and integrity to handle important
business transactions on behalf of the family.
Claris enjoys access to a broad international network of specialists that can be deployed
for the manifold tasks of managing international assets of a wealthy client.
and trust transactions should be handled in complete confidence. Our
mission is to provide you with security and the necessary tax and legal
framework to structure your assets to your best advantage.
Conservative and at the same time innovative, our counsel is tailored to your
needs. Asset structuring involves the setting up of legal entities and the
transfer of assets of all kinds to those legal entities, with the aim of keeping
private and structured assets separate. The main advantages of this kind of
structuring are estate planning, asset protection, mobility/flexibility and
Planning & Management
Have you given
enough thought to the future of your business after you retire? The process of
transferring ownership to the next generation is a complex task requiring
timely, long-term, strategic and systematic planning. Mistakes made in the
planning of ownership transfer can destroy the family assets and ruin the future
of the company. The successful transfer to the next generation means
stability and continuity for the business, the estate and the family.
lawyers and financial advisors can advise you in all financial,
tax aspects of
your succession planning and estate management to ensure a problem free,
discrete and tax efficient solution.
business is a partnership or a limited liability company, we will work together
with you to find a solution for a secure, tax-friendly transfer of ownership,
while taking into consideration and integrating the various international
regulations governing inheritance, gift-giving and asset transfer.
For more information on how we can help you, please