FAMILY OFFICE SERVICES

Today, in a rapidly changing and interconnected world, quite often the members of one family live and work in the different countries, and change their residences and even citizenship. Since the modification of the international tax agreements often takes place, the risk of unexpected tax liabilities is quite high.Our goal is to help wealthy families to ensure a preservation and growth of their financial assets and family heritage.

Our goal is to help families with a high net worth to ensure a preservation and growth of their financial assets and family heritage.

We take into consideration the wishes and defined objectives of our clients, respecting and protecting the interests of every family member.

We offer to our clients and their families the following services:

Wealth planning

Wealth planning is a key component of our business. In today’s complex market and regulatory landscape, a careful planning is necessary to preserve the family wealth. Our specialists will support you in putting correct planning structures in place.

Estate planning

Estate planning aims at transferring your wealth in the most tax efficient manner as tax efficient as possible to the next generation. We help to ensure a successful transition of assets to the next generation, , therefore ensuring a successful transition of your assets.

Tax planning & tax optimization

Thorough tax planning is key in saving taxes, including income, wealth and heritage tax, and is often combined with structuring asset protection.

Our specialists will assist you in choosing the most appropriate option for your family such as the lump sum taxation in Switzerland or financially independent residence permit in France.

We provide a tax optimization through the creation of holding company, trust or family foundation.

Residency planning

Residency planning for high net-worth families to tax-friendly countries is one of our priorities. For the families living outside the EU-zone, international relocation in Switzerland or in neighbouring Francemay be more difficult than for those from the EU. LYNZ will support you in obtaining residency permits and during the whole international setup process.

Opening a bank account

Thanks to our long term relationships with top banks, we help you open bank accounts for all of the family members, respecting the individual needs of every member.

Incorporation and administration of legal entities

We provide a full assistance in incorporation and administration of companies and holdings, including a professional advice in choosing the right legal structure, company incorporation, opening a corporate bank account in one of the leading banks, financial reporting, accounting and audit.

Lifestyle consulting

We provide our clients the additional services which will help to simplify a daily life. Our partnerships with the best Swiss insurance providers, private jet companies, international schools, healthcare institutions will ensure a selection of the best possible options for every family member.