Securing values through consulting, controlling and auditing

Wealth brings responsibilities. A private family or a company must manage its wealth securely and systematically. And this is not so easy. The management of a diversified asset portfolio, its maintenance over several generations, and the economic, civil and tax law requirements represent major challenges for the owners of such assets. To secure your assets for the future, you require a detailed analysis of the current situation, sound management, and careful planning for subsequent generations. In some circumstances, setting up a foundation may be an appropriate alternative. We firmly believe that the complexity of the challenges facing our clients can be successfully handled with a tailored structure from a single source.

  • Asset controlling made simple

    Our services in the area of asset controlling are:

    Tailored reporting according to unified standards

    Preparation and assessment of asset guidelines

    Portfolio and structure analysis

  • Full-service package for Family Offices

    Our services in the area of Family Offices:

    Private financial planning

    Optimization of the asset structure

    Optimization of the asset structure

    Support with the selection of service providers and coordination of these

    Secretarial services include schedule management and management of payment transactions

  • Comprehensive services for foundations

    Our services in the area of foundations:

    Consulting on setting up of foundations including foundation statutes

    Development of succession and foundation solutions

    Implementation of not-for-profit foundations and family foundations

    Preparation of financial statements in accordance with IDW RS HFA 5

    Auditing of financial statements in accordance with IDW PS 740

    Preparation and appraisal of capital maintenance concepts

    Ongoing tax consulting including appraisal of not-for-profit issues

More information?

We would like to inform you about all current topics and planned events on a regular basis. Please register for our newsletter.

Hinweisgebersystem/Interne Meldestelle

Willkommen beim anonymen Hinweisgebersystem/der anonymen internen Meldestelle der FALK GmbH & Co KG. Sie haben die Möglichkeit anonyme Meldungen zu konkreten Gesetzesverstößen oder Verdachtsmomenten einzustellen. Jeglicher Kontakt sowie die damit verbundene Kommunikation erfolgt in anonymer Form. Die Herstellung einer Verbindung zu Ihrer Person ist nicht möglich und auch nicht vorgesehen. Bitte vermeiden Sie die Angabe Ihrer personenbezogenen Daten in der Nachricht/im Betreff.