Family Management

GT Family Office AG’s family management department ensures that you and your family remain in a secure environment in which you can be comfortable. We create a framework which will protect and accompany your assets from generation to generation.

GT Family Office AG provides you with legal certainty with respect to private, inheritance and tax legislation and protects the other areas of your life by creating an insurance framework. We ensure that your assets are handed over to the next generation in the best possible way and provide you with advice on managing collections and other collectors’ items.

Ensuring that you and your family live in an environment in which you feel comfortable also forms part of our family management service.

We also provide you with advice in relation to the early adoption of transparent and well-thought out family governance structures. These structure interactions between members of your family. Family meetings, a family council and family constitution can make a valuable contribution towards resolving differences of opinion at an early stage.

Your environment is based on a foundation of rules and guidelines. Particularly where assets are concerned, these are very distinctive. It is therefore very important that you understand these rules and use them accordingly. Creating a legally secure framework allows you to operate securely and carefree within this structure. This is further supported through protection against unpredicted eventualities.

GT Family Office AG advises its clients on private, inheritance and tax legislation. There are various legal and tax aspects which have an influence on you, your family and your assets. We therefore support you by creating a legally secure environment which protects these areas of your life. After analysing your request, we suggest suitable solutions and draft relevant contracts where necessary.

In order to protect against unpredicted risks, we provide you with advice on developing an insurance network or check your current insurance protection and show you where you might be under or over-insured.

We develop a legal framework which protects you, your family and your assets. GT Family Office AG analyses your enquiries with regard to private, inheritance and tax legislation and provides you with relevant suggested solutions. We also take responsibility for drafting contracts if necessary. To complete your protection, we also analyse your insurance situation and suggest any measures to improve it.

Planning your succession is one of life’s most difficult tasks. It is necessary to ensure a well-regulated handover of your acquired assets to the next generation and the passing of your life’s work – at least from an operational perspective. It is often hard to place the fate of a company which you have worked on your whole life into the hands of others. It is therefore important to plan the right time and give the responsibility to the right people.

We ensure a well-regulated handover of your life’s work. We start by assessing the current situation and the succession plans that are already in place. An analysis of this starting position gives you an overview of the prevalent legal and tax consequences and provides you with various recommendations for action and possibilities for optimisation. GT Family Office AG then supports you in implementing the measures you decide to take and incorporates these into your overall life plan in the best possible way.

Where possible, these arrangements should be put in place at an early stage in order to rule out undesired eventualities. It may therefore be the case that interim changes to your legal, tax or private circumstances require an adjustment to the planned succession arrangements. It is therefore our pleasure to advise you throughout your entire journey through life.

We advise and support you so that you can find and implement the best solution for you, your family and your company. GT Family Office AG analyses your current starting position and gives you various recommendations for action. We also prepare the necessary contractual documentation for you and implement the measures you decide to take where required.

Moving to a new environment and leaving to start a new future is exciting but challenging at the same time. Yet it is necessary from time to time if you envisage a change on the basis of your life plan or in order to optimise your relationships, or are sent to a new place of work by your employer. But initially, a new living environment, different customs and traditions, new procedures and structures, etc. may quickly become overwhelming. It is therefore important to obtain detailed information beforehand and plan accordingly.

GT Family Office AG accompanies you on your journey. We specialise in relocations in Switzerland (lump-sum taxation), England, Monaco and Dubai. In this context, we plan and implement your change of residence. This involves analysing your private and professional circumstances and presenting you with the advantages and disadvantages of the various courses of action.

Finally, if desired, we take responsibility for negotiations with local authorities, apply for relevant authorisations, and assist you in your search for a suitable home or school for your children, etc. until you and your family have completed the move to your new place of residence.

We provide you with an analysis of your current life circumstances in which we show you your residence opportunities. Finally, we take responsibility for the complete planning and implementation of your move and continue to support you in all matters after your arrival in the new place of residence.

When it comes to investments that are passion projects, we focus on your personality. Busy people like you need a private jet in order to tailor your trips to your requirements. Perhaps your own yacht would provide you with the opportunity to experience unique trips with your family. And your car and art collections say a lot about your personal interests and preferences. Yet the acquisition, sale and maintenance of such assets give rise to many questions: is it better to purchase or hire a private jet? How can you ensure that your car or art collections are stored in the best possible way?

In connection with the acquisition of aeroplanes or yachts, GT Family Office AG offers comprehensive design possibilities. Based on your individual usage analysis, we develop a recommendation for you to purchase or hire a corresponding asset. In the event of a purchase or sale, we advise you on further issues such as contracts, registration (flagging) and legal structure (tax issues and ownership structure).

Collections are often a component of a portfolio developed over generations. Maintenance of these and value preservation and increases must therefore continue to be ensured. We provide you with advice in relation to not just existing collections, but also to collections to be developed. The services provided by GT Family Office AG include expert advice, valuation, mediation and estate planning.

GT Family Office AG carries out individual analyses for you on the acquisition, sale and maintenance of your passion investments and provides you with advice where necessary on preparing contracts, structuring, management and expertise.