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Family Office – keeping complex assets manageable

Complex family wealth requires an integrated and coordinated advisory approach. For business-owning families, private individuals and asset-holding structures, we combine legal, tax and organisational advice into a clear overall framework.

PDC Alliance reception area with an open and welcoming layout PDC Alliance reception area with an open and welcoming layout

Structure, transparency, control

We support the coordination of reporting, control and decision-making processes, as well as cooperation between the family, management and external advisers. Clearly defined responsibilities create transparency and help identify and prevent conflicts of interest at an early stage.

People in an open-plan office with a view of the skyline People in an open-plan office with a view of the skyline

Coordination rather than isolated solutions

The added value of our work lies in coordinated legal and tax advice. We take a holistic view of tax law, inheritance and family law, company law, succession planning, and real-estate and asset structures, developing solutions that remain robust over the long term.

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Newsletter

Our newsletters – Useful Updates on Tax and Legal Matters

22.09.2026, Newsletter no. 38/2026

Periodic reporting by delegated directors – reminder for the first half of 2026

Delegated directors must report to the board of directors and the statutory auditors at least every six months on business performance, outlook and major transactions. The documentation for the first half of 2026 should be completed within the third quarter.

02.09.2026, Newsletter No. 36/2026

Refund of foreign VAT – applications for 2025 to be filed by Wednesday, 30 September 2026

Companies and self-employed professionals may claim a refund of VAT paid in other EU Member States during 2025 up to 30 September 2026. We summarise the procedure, deadlines, minimum amounts and documentation requirements.