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Our family office services: security for generations

Our Family Office Services provide more transparency for complex asset structures and attach great importance to individually adaptable financial solutions in terms of liquidity, financial and retirement planning, and estates.

Families with complex ownership and asset situations need financial solutions tailored to their needs. 

They are looking for financial structures that address their individual needs and offer transparent solutions. These include, for example, sound liquidity planning, long-term tax optimisation, and sustainable retirement and estate planning. Existing values are preserved and can be passed on in a targeted way from generation to generation. We would be happy to accompany you personally in this process and, above all, advise you holistically. You can count on competent structuring and discreet control of your total assets. In this way, the commitment shown in our sustainable family office services can be equally valuable for all members of the family and pay off for the long term.

Our Family Office Services offer a wide range of optimisation measures and demand-oriented services:

  • Strategic asset advice
  • Holistic asset controlling, risk management, and reporting
  • Foundation advice, charity, and philanthropy 
  • Real estate advice
  • Succession planning
  • International relocation
  • Office services

Please note: This information is a marketing notification that has been prepared by LLB (Österreich) AG and all of its subsidiaries (LLB Invest KAG, LLB Immo KAG and LLB Realitäten KAG) exclusively for general information purposes. Publication, reproduction or disclosure of this information without approval from LLB (Österreich) AG and its subsidiaries is prohibited. It was not prepared in compliance with the legal provisions on promoting the independence of financial analyses and is not subject to the trading ban following the distribution of financial analyses. This document constitutes no financial analyses, no investment recommendation and no investment advice. It contains neither an offer to conclude a contract on an investment service or ancillary service nor a request to make an offer to conclude a contract on an investment service or ancillary service or to carry out other transactions. To the extent that this notification refers to products for which a prospectus must be published as prescribed by capital market law regulations, this information in no way replaces the prospectus, which is published by the relevant issuer. 

Every capital investment involves a risk. In some circumstances it may lead to a total loss of the capital employed. Performance in the past does not promise future returns. As not every transaction is suitable for every investor, investors should consult their own advisors for financial, legal, tax or other questions (including, but not limited to legal or tax counsel).