CISA
Auditor, tax advisor
Tax advisors
RLT Family Office GmbH is an independent and separate Multi Family Office obligated only to uphold the interests of its clients. We have no dependencies on any third parties.
The Family Office offers experts in the area of taxation of complex assets held by private and institutional investors. A well-trained and experienced team of experts develops a suggestion for the allocation of total assets, based on the personal profit and risk preferences of the client. Then, the Family Office utilizes a network of suitable financial and service partners to implement this suggestion, notably reducing fees based on the competitive situation and discounts based on size.
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Unser Ziel ist es, gemeinsam mit unseren Mandanten eine ganzheitliche und nachhaltige Gesamtvermögensstrategie zu entwickeln und zu implementieren, die den höchsten Qualitätsstandards Rechnung trägt. Wir verfügen über vertiefte Spezialkenntnisse in allen wesentlichen Assetklassen und haben Zugang zu Investorengruppen, die nicht allen Anlegern offenstehen.
Vertrauen ist gut – eine kontinuierliche Kontrolle ist besser. Wir legen Ihnen regelmäßig detaillierte Berichte über die zusammengefasste Entwicklung Ihres Vermögens, die Einhaltung vorgegebener Anlagerichtlinien und die entstandenen Kosten vor, geben eine Einschätzung der weiteren Entwicklung und thematisieren eventuellen Anpassungsbedarf. Mit den beauftragten Dienstleistern agieren wir jederzeit auf Augenhöhe.
What portion of your estate is risk capital, and which serve to secure your assets? What specific needs and circumstances play a role in your case? Our experts are well-trained, and have many years of professional experience. We get to know you personally and provide you with individual support – with a fixed contact person you can trust, who represents your interests without reservation.
You entrust your assets to us, and we handle them faithfully. That is why we always strive to look beyond our own horizons. What added value can we create for you? What current developments will influence your decisions in the future? Based on your goals and needs, we always keep up-to-date on current developments, and create transparency and the foundation you need to make decisions.
We support you with our comprehensive services, considering both your personal goals and your family circumstances. This helps us reliably reduce your everyday workload, while allowing us to moderate complex situations such as succession questions in a professional manner based on your needs. This creates security – including for future generations.
Our partners and team members provide personalized and expert advice on all matters related to our service portfolio—and beyond. Challenge us! We look forward to hearing from you.
Managing Director of the RLT Family Office
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