At CODEX, we understand the desire for meaning and impact. We analyse your financial situation, your values and your goals in order to devise a long-term strategy that achieves a positive social impact. We provide expertise in selecting suitable charitable organisations or projects that are in line with your values.
Your assets for a better future
Always in the interests of our clients
At CODEX, we understand how important it is to harness the potential of wealth for philanthropic goals. With a history of more than 35 years as a family business, we are your trusted partner, developing tailored philanthropic strategies that match the individual needs and goals of families and high-net-worth individuals precisely.
Our approach is based not only on providing clients with expert advice but also on accompanying them step by step along the path of philanthropic wealth planning. Our thorough understanding of your individual needs and goals forms the basis for an efficient and meaningful philanthropic structuring of your wealth in Liechtenstein.
Connected nationally and internationally
Personal relationships are at the heart of preserving wealth and safeguarding family legacies. At CODEX, we maintain a solid network of partners that forms the basis for protecting assets and passing them on seamlessly to future generations.
Our partnerships ensure that decision-making authority lies in the hands of our trustees. This enables us to make forward-looking investment and support decisions at all times. In this way, the CODEX team makes a valuable contribution to the long-term preservation of family wealth and the values associated with it.
Frequently asked questions about philanthropy
The experienced CODEX team specialises in supporting high-net-worth individuals and families in planning and implementing their philanthropic goals. If you have questions about using your wealth meaningfully to achieve a positive social impact, we are always available to address any further questions and concerns.
How can I use wealth meaningfully for philanthropic purposes?
Using your wealth meaningfully for philanthropic purposes requires an individual approach. We will explore your personal values, passions and goals in order to identify philanthropic activities that best support your mission. Through tailored advice, we can work together to develop strategies that make optimal use of both your financial resources and your influence.
How is it ensured that philanthropic activities are effective and sustainable?
The effectiveness and sustainability of your philanthropic activities require strategic planning and monitoring. Together we will set clearly defined goals, identify measurable milestones and carry out regular evaluations. This methodical approach makes it possible to increase the effectiveness of your philanthropy over time.
What tax advantages do philanthropic donations offer?
Philanthropic donations can often be accompanied by tax advantages. We will explain to you in detail which tax incentives are available in your country and for your type of donation. Together we will find ways for you to optimise your donations for tax purposes, so that you can do good while minimising your tax burden.
