In an environment of constant change and uncertainty, for private individuals holding complex investment portfolios, with a large number of entities controlled or minority stakes, management can become a challenging exercise, since entrepreneurs’ decisions may have a social, financial or reputational impact.
Beyond the creation and growth of a business, its longevity is important as well. When managing a large number of companies of a group becomes a complicated exercise, maintaining and organizing one’s portfolio is essential so that overall profits derived at the group’s level owned by a private individual are being maximized and allocated to the investor’s areas of interest with the purpose of accumulation, reinvestment or sometimes even divestment and orientation towards other areas of interest.
Investment decisions are often influenced by tax considerations that may significantly increase or decrease anticipated yields. Therefore, to correctly estimate net yields in a dynamic global economy, any investor should base their decisions on a clear picture of the financial and tax implications in countries in which investments are considered.
Taxhouse experts are available to assist you closely during any of the stages of your investment decisions, while ensuring that we create the required premises for making decisions with comfort.
Our services are designed towards:
Our core values which guide us in the services we offer are:
We offer tailored and pragmatic solutions for each of our clients rather than standard ones, and for this we invest time in the business relationship with our clients. Prior to any recommendation, we are dedicated to understand in great detail the individual circumstances and priorities of our clients. With an eye for detail, we never lose sight of the big picture, understanding and considering client’s long-term objectives, philosophy and concerns.
We are an independent consulting firm, with no conflicts of interest related to audit or legal services, which allows us to have a more flexible approach. At the same time, our membership with the international tax consultancy network Taxand supports us in offering integrated, multi-jurisdictional solutions, covering together with the international tax experts of Taxand any international issues relevant to each client’s specific situation.