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.

Asset Management

Asset management 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 confidentiality.

Estate 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.

Our in-house lawyers and financial advisors can advise you in all financial, legal and tax aspects of your succession planning and estate management to ensure a problem free, discrete and tax efficient solution. 

Whether your 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 Contact Us at your convenience.