Law Firm Bergt & Partners Ltd., Liechtenstein office@bergt.law +423 235 40 15
INDUSTRY · LIECHTENSTEIN · EEA · CROSS-BORDER

Private Wealth, Family Offices & Fiduciaries

Private clients, family offices, foundations, trusts and fiduciaries: foundation, trust and holding structures, succession law and planning, family governance, asset protection, private capital, banking/financing interfaces, AML/CFT and compliance where applicable, and contentious wealth matters.

Private WealthSuccessionFoundationsTrustsAML/CFT
BUSINESS PERSPECTIVE

Legal support built around how the business operates

Private wealth is often a family, governance, business and succession issue at the same time. Foundations, trusts and holding structures need to connect control, asset protection, succession, bankability, private investments and family decision-making. We advise on the legal architecture and dispute risk and coordinate with external tax, fiduciary, banking and investment advisers where required.

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BUSINESS & LEGAL PRIORITIES

Where legal issues directly affect the business

These are typical decision points for management, legal, compliance and operations teams. The emphasis depends on the business model and regulatory status.

01

Liechtenstein foundations, trusts, holding and family-office structures with clear governance, control, beneficiary and decision-making arrangements.

02

Succession law and succession planning, family governance, asset protection and cross-border structures involving privately held businesses, private capital and concentrated family assets.

03

Banking, financing, AML/CFT and compliance interfaces, plus contentious foundation, beneficiary, fiduciary, asset-recovery and cross-border enforcement matters when structures come under pressure.

GOVERNANCE · SUCCESSION · ASSET PROTECTION · DISPUTES

Key legal touchpoints for Private Wealth, Family Offices & Fiduciaries

Four areas show where legal advice most directly connects with business decisions, operations and risk in this sector.

01

Ownership, governance & control

Foundations, trusts, holdings and family-office structures with clear roles for boards, beneficiaries, control, information rights and family decision-making.

02

Succession & asset protection

Succession law and planning, intergenerational transfers, asset protection, family-business continuity and cross-border wealth structures.

03

Banking, private capital & implementation

Bankability, financing, private investments, AML/CFT and source-of-wealth/source-of-funds issues, coordinating with external fiduciary, tax, investment and notarial advisers.

04

Prevention, protection & asset recovery

Dispute prevention and asset-protection measures, foundation, beneficiary and fiduciary disputes, asset recovery, enforcement and cross-border proceedings.

LIECHTENSTEIN · EEA · CROSS-BORDER

Liechtenstein & cross-border

We advise on Liechtenstein law in the context of EEA/EU regulation and cross-border structures, coordinating with foreign counsel where appropriate.

DISPUTES · INVESTIGATIONS · ENFORCEMENT

Contentious & regulatory situations

When wealth structures come under pressure, we advise on dispute prevention and asset-protection measures as well as foundation, beneficiary and fiduciary disputes, asset recovery, enforcement and cross-border proceedings.

Selected Experience

Selected Experience

Representative current and recently completed matter types are presented separately on our Selected Experience page on an aggregated and anonymised basis.

Selected Experience

Insights & legal research

Analysis and publications on Liechtenstein, EEA regulation and cross-border developments complement our sector advice.

Scope of services: Industry descriptions are representative and do not constitute an exhaustive list of services or mandates. Bergt Law provides legal advice and representation. Where implementation requires notarial, fiduciary, tax, investment or financial services, these are provided by independent appropriately authorised professionals.

Contact

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Address

Law Firm Bergt & Partners Ltd.
Buchenweg 6
9490 Vaduz
Liechtenstein

Phone

+423 235 40 15

E-Mail

office@bergt.law