What we offer you:
- Support and advice for businesses in all issues relating to ownership status now or in the future
- Assistance and advice with all aspects of asset management
- Discreet transaction support (start-up; M&A; shareholdings etc.)
- Information platform for subject-specific questions
1. Our Approach
- For corporations and family businesses, requirements for assets and wealth go far beyond just money and securities. The family business is the center and source of the overall wealth.
- A cross-generational way of thinking to preserve and secure this wealth requires the same approach and understanding in advisory services.
- Kathrein has long been the leader in foundation asset management. Its extensive experience in supporting and advising businesses makes it your ideal partner for high-quality and discreet consulting.
- Our publications and seminars foster the exchange of know-how and experience, and encourage networking with others who have to deal with similar issues.
2. Typical Questions from Businesses:
- How can I preserve my business for generations to come?
- What structures and measures are appropriate for successfully passing on one's assets?
- How can I plan in accordance with the regulations of mandatory succession?
- I would like to structure and execute a purchase/sale as inconspicuously as possible. Can the bank be of assistance?
3. Consulting Services Requirements
- Cross-disciplinary coordinating of various subject matter and legal specialties, e.g. tax and corporate law, family and inheritance law, foundation law
- Experience through consulting, a look "behind the scenes"
- Knowledge of the motives of the family of entrepreneurs or its individual members
- Know-how, suitable contacts to external experts, discretion, tact and sensitivity
4. Our Services
- Classic securities investment management with a mandate
- Through specialized funds, we offer custody services as well as management of individual segments.
- ,,Overall coordination": In particular, in situations where securities portfolios are divided among various banks, we provide total overview and supporting controlling and reporting services with regards to the various mandates, structures and instructions.
- Family - Office - Support: In addition to securities assets, we manage other types of assets and other areas of our clients' needs.
- Risk monitoring: We offer support with identifying, controlling and minimizing your risks when investing in businesses, shares, money and real estate.
5. Our Fees
- Custom agreement structured according to the specific needs of each client
- Fair compensation for our own expenses as well as those of external advisors. In working with those experts (in consultation with the client) we do not interfere with activities that are governed by their own rules of professional conduct.
6. Your Benefit
- You focus on the key tasks of your business, Kathrein takes care of specific projects in line with your mandate.
- Kathrein UnternehmerServices offers you as an individual or family business owner independent support and advice in all matters related to your assets.
- Kathrein UnternehmerServices supports you in the management of those (family) assets that are not at the core of your business.