FK Family Office Services

1. Financial & Strategic Planning

The starting point for systematic and comprehensive advice is financial and strategic planning. We provide a variety of services with care, trust, and an understanding of your situation to take the individual needs of our customers into account. Your happiness is paramount. Financial and Strategic Planning focuses on the following services:

1. Financial & Strategic planning

Asset Consolidation and Reporting

Asset Consolidation

Integration of external assets and non-bankable asset and consolidation of multiple banking relationships

Consolidated Reporting

Customised financial statements according to your preference

Global Custody Solutions
  • Grouping of several managers and banks through a single depositary
  • Effort and cost savings through concentration of non-performance-relevant banking infrastructure, without limiting multi-manager diversification
Tax Reporting
  • Simple and cost-optimized tax reporting or highly professional and very comprehensive tax reporting depending on requirements, tax complexity and country of domicile
  • Coordination and interface formation with your tax advisor
1. Financial & Strategic planning

Cash Management & Finance Solutions

Access to Cash Management and Collateral Loans

Cash Management solutions and services to manage daily liquidity needs

Cash Transactions

Simplification and automation of payment transactions using suitable payment products

Private and Commercial Financing Solutions
  • Provision and organisation of medium to long-term financing opportunities
  • Fixed and variable credit sourcing through access to specialised third party providers for specific purposes of credit
  • Peer-to-Peer Lending
Private and Commercial Mortgages

Mortgage comparison among all mortgage lenders
in the market. Search for the most favourable interest conditions in the specific market area.

Credit Maturity Management

Monitoring and prompt notification of expiring credit facilities as well as loan renewal, in combination with duration management

1. Financial & Strategic planning

Asset Structuring & (Tax-) Strategy Planning

Asset Structuring and Strategy Planning

Analysis of the asset structure and derivation of suitable measures to optimise bulk risks, country risks, issuer risks, liquidity risks and interest rate risks as well as high level hedging strategies

Tax Planning and Tax Optimization

Tax benchmarking and planning of the expected tax liabalities. Assessment of tax structuring options with the aim of minimising the tax burden, within the legal possibilities

Implementation and Ongoing Target Achievement Control

Support in the implementation of defined measures to optimize the asset structure as well as periodic control and reporting of the long-term achievement of personal goals.

1. Financial & Strategic planning

Consulting, Assessment & Sales (for Entrepreneurs & Executives)

Business valuation

Support for simple to detailed and complex business company valuations. Regular market valuation of your company investments (Private Equity).

Business Consultancy

Business consultancy in the areas of digital transformation, innovation, cybersecurity, analysis, internal audit, corporate strategy, supply chain & operations, risk management & transformation, program management, finance and customer relations.

Business sales

Support, coordination and processing in corporate sales, mergers and acquisitions due to corporate succession or improvement of overall diversification.

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We look forward to hearing from you and presenting our custom-made  consulting services. Get in touch with us.

Contact us

Sign up for the market commentary.

We look forward to hearing from you and presenting our custom-made consulting services. Get in touch with us.

Contact us