When it comes to managing the wealth of international families across several generations, the right strategy is crucial to achieving the family’s goals in the best possible way. We support our clients from the development through to the implementation of this strategy.
Reliable management of your wealth
Family Office Services
When it comes to managing the wealth of international, multi-generational families, the right strategy is crucial. A successful family office helps to manage wealth effectively, make use of tax advantages and achieve the family’s financial goals.
As experienced fiduciaries in Liechtenstein, we offer our clients a comprehensive range of family office services. These include the management of financial investments and real estate, the design of financial structures and advice on tax and legal matters – from strategic planning through to the operational level.
- Establishment of family offices
- Family governance
- Wealth planning and management, and asset protection
- International tax planning
- Estate planning
- Acting as protector
- Concierge service
Fiduciary expertise spanning generations
CODEX is an experienced family-owned company that has been providing fiduciary services for generations. As a result, CODEX has extensive knowledge in the field of asset protection.
As a family-owned company, we understand the wish to pass on family values. Thanks to our long-standing presence, we are able to respond to a wide range of challenges and opportunities. Our continuity enables us to manage wealth securely and reliably.
A close partnership for successful cross-generational wealth management
As an owner-managed trust company in Liechtenstein, we bear responsibility for managing our clients’ assets. This motivates us to commit ourselves to our clients anew every day and to keep their interests in view at all times.
At CODEX, we attach great importance to a personal relationship of trust with our clients. This enables us to offer our clients the best possible fiduciary solutions to support them in achieving their goals.
Frequently asked questions about fiduciary services
Managing wealth is a complex matter that requires careful planning and expertise. Through our many years of work in the fiduciary sector, we have compiled a collection of frequently asked questions over the years.
Please feel free to contact us should you have any further questions or concerns.
What is a fiduciary relationship in Liechtenstein and how does it work?
A fiduciary relationship is a contractual arrangement in which one person (the trustee) manages an item or assets for the benefit of another person (the settlor).
Fiduciary arrangements in Liechtenstein are subject to specific statutory provisions set out in the Liechtenstein Persons and Companies Act (PGR).
What are the requirements for entering into a fiduciary relationship in Liechtenstein?
A fiduciary relationship in Liechtenstein requires that both the settlor and the trustee are of legal age and have full legal capacity. In addition, a written fiduciary agreement must be concluded that sets out the rights and obligations of both parties in detail.
Which tax and legal aspects does CODEX take into account when managing my assets?
As trustees, we take all necessary measures to protect our clients’ assets. This includes taking all relevant legal and tax aspects into account when managing assets. We strive for optimum security for our clients’ wealth.
What kind of assets can CODEX manage in Liechtenstein?
As trustees, we specialise in managing a variety of assets, including real estate, companies, financial instruments, bank accounts and digital assets. We strive to offer our clients tailor-made advice.
How can I protect my assets against potential risks?
To protect your assets against potential risks (e.g. creditors, divorce, etc.), it is advisable to diversify them across different asset classes and to consider fiduciary structures as part of your wealth planning.
By establishing fiduciary relationships or a trust in Liechtenstein, assets can be protected against potential creditors and other risks without necessarily restricting the management and availability of these assets.
