Family offices

Family offices face a complex mix of tax, regulatory, and legal challenges. These are driven by an increase in regulation, stricter compliance requirements, and also by the growing complexity of national and international markets.

Clarity for strategic decisions.

Family offices manage complex asset structures long-term, often internationally and across different asset classes. audalis supports family offices with integrated economic consulting in structuring shareholdings, real estate, and capital investments, ensures tax compliance, and assists with governance and decision-making processes.

We develop reporting and control structures, identify risks early on, and create clarity for strategic decisions. This also applies to changing conditions and generational changes.

We operate nationwide for Family Offices, with a particular focus on our core regions of the Ruhr Area, South Westphalia, Berlin and Brandenburg. For cross-border issues, we draw on our international alliance of referrers.

Services for Family Offices

Ratings and Due Diligence
Family Governance, Policies and Reporting
International Tax and Legal Matters
Succession and generation planning
Private and charitable foundations
Asset and Shareholding Structuring
Your next step

Would you like to manage assets in a structured way and ensure compliance? Then we will develop robust structures and clear decision-making processes with you.

Our services

Highlighting prospects

Auditing

Developing solutions

Tax Consulting

Shaping the future

Legal Consulting

Improving efficiency

Management Consulting

More about us

Anyone who wants to be successful in the long term needs strong partners by their side

Openness and trust form the basis of our work

Personal and first-class advice

With us, you won't be second best, but in the spotlight. We offer individual advice, think in terms of solutions, and speak your language.

Modern. Digital. Experienced.

We combine modern digital processes with practical experience and expertise: clarity rather than a jumble of paperwork. Tailor-made solutions rather than off-the-shelf ones. Outcomes rather than mere outputs.

Rooted in the local community. Experienced on a global scale.

Down-to-earth expertise meets international competence: We reliably support you on-site whilst also being globally connected when your business requires it.

Other clients

SME & family-owned businesses

Business owners & self-employed

Private equity firms

International inbound business

Non-profit organisations and foundations

Public sector

Private clients

Start-ups and scale-ups