Client: The Bergmann-Rossi Family
Situation: A fourth-generation family business with operations spanning Germany, Italy and France faced complex succession, tax, and wealth preservation challenges.
Our Approach:
- Conducted a comprehensive analysis of the family’s €500 million business structure across multiple jurisdictions.
- Developed a tailored cross-border succession plan, optimising tax efficiency while respecting EU and national regulations.
- Implemented a sophisticated family governance framework, including a family constitution and council.
- Created a diversified investment strategy to balance €200 million of liquid assets across European and global markets.
Key Actions:
1. Established a Luxembourg-based family holding company to streamline cross-border operations.
2. Structured a series of trusts in Liechtenstein to facilitate tax-efficient wealth transfer.
3. Developed a bespoke family education program, preparing the fifth generation for future leadership.
4. Implemented a risk management strategy to hedge against currency fluctuations between the Euro, Swiss Franc, and British Pound.
Result: The Bergmann-Rossi family successfully transitioned €700 million in total assets to the next generation, reducing their effective tax rate by 22% while preserving family harmony and business continuity across borders.
