Taxation (Family Business)
Taxation plays a key role in the domestic and international structuring of the investments and assets of family businesses and their family members, as well as in securing their transfer to successive generations in an efficient, secure, smooth and sustainable manner.
In an increasingly complex, uncertain and competitive world, the choices made regarding the tax structure and geographic location of a family business, the tax residence of its family members, and the jurisdictions in which their assets are held, their business is conducted and their investments are made, are ever more important, whether in the context of the individual or the family business.
For this reason, over the last 20 years, VdA has positioned itself as a trusted adviser to leading business families, HNWIs and family businesses operating in the Portuguese-speaking market, as well as their family offices, asset managers and private bankers. VdA provides an experienced, multidisciplinary senior team, available 24/7, capable of establishing lasting relationships of trust, in strict confidentiality, and ensuring close tax monitoring with respect to tax, asset and succession planning and structuring, as well as investments made by family businesses and their members.
Know-how
- ongoing tax advice to family businesses on their business activities and family assets
- tax advice to private bankers, family offices, and HNWIs with international assets
- cross-border tax planning and international structuring of investments and assets
- tax optimisation to promote generational business continuity and company growth
- tax advice on both national and international succession processes, strategic asset investments, trusts, private foundations, prenuptial agreements, inheritances, works of art, and investments
- tax literacy training for private bankers, family offices, and HNWIs