Practices / Family Office
PRACTICES
Family Office
SGS & Partners supports family offices, entrepreneurs and high-net-worth individuals in structuring, protecting and passing on their wealth. Our approach brings financial and tax perspectives together, with discretion, compliance and planning across generations at the centre of the work.
Who we work with: Family offices, entrepreneurs, high-net-worth individuals and families, including those moving between countries.
Wealth structuring
We structure personal and family wealth, including international holding structures, to protect assets and plan efficiently across jurisdictions.
Succession planning
We plan the transfer of family businesses and wealth to the next generation, including inheritance matters that cross borders.
Family governance
We set up family governance structures that define how the family makes decisions about its business and assets.
Trusts and foundations
We advise on trusts and foundations, and on the international holdings that sit alongside them.
Fiduciary support
We act in fiduciary roles such as co-trustee or protector.
International relocation
We support individuals and families relocating across jurisdictions, including their tax position before and after the move.
Frequently asked questions
What is a family office?
A family office manages the wealth and affairs of a family, including investments, tax, succession, governance and administration. SGS & Partners supports family offices, entrepreneurs and high-net-worth individuals with wealth structuring, succession planning, family governance and fiduciary roles.
What is succession planning for a family business?
Succession planning decides who will own and run the business and hold the family’s wealth in future, and how the transfer will be taxed. We plan the transfer of family businesses and wealth to the next generation, including inheritance matters that cross borders.
What is the difference between a trust and a foundation?
A trust is an arrangement in which trustees hold assets for beneficiaries; it is not a separate legal person. A foundation is a legal entity that holds assets in its own name for its purpose or beneficiaries, and is common in civil law countries. We advise on setting up and running both.
Can SGS & Partners act as co-trustee or protector?
Yes. We act in fiduciary roles such as co-trustee or protector.
What tax issues arise when moving to another country?
The main questions are when tax residence changes, how income and gains are taxed in both countries around the move, and how existing structures such as trusts or holding companies are treated afterwards. We support individuals and families relocating across jurisdictions.
