Private Clients

In today's changing world the traditional virtues of reliability, attention to detail, and individual service are too often forgotten. At Alter Domus we believe that these qualities are what our private clients seek in a service provider and we are dedicated to maintaining them.


The advantage of working with Alter Domus is that we are keen on nurturing a meaningful relationship with our clients that is founded in a deep understanding of their individual needs. Our business relations always begin with an investment of time as we seek to gain a complete understanding of our client's investment plans and objectives and their administrative needs.


We pride ourselves on delivering professional services with a personal touch. Even as we ensure that our client’s investment entities are cared for properly in accordance with today’s requirements, we keep our clients informed of likely or impending changes to the regulatory environment and provide insights on how such changes may impact their investments. Our private client teams have extensive experience working with high net worth individuals and family offices from all over the world. Many of our private clients are well known entrepreneurs or business leaders and we understand their need for technical excellence, integrity and highly efficient service.


At Alter Domus we focus on staying informed about our client’s investment plans and their corresponding administrative needs. We also stay alert to possible new solutions for our private clients based on the trends and experiences we see across our other industry and sector groups. By working closely with a global network of tax advisers, lawyers and bankers, we are well positioned to assist our private clients in finding suitable counsel wherever their investments may take them. With offices in 12 locations, we are also well placed to provide our clients with a comprehensive range of investment location solutions in both onshore and offshore environments.

Other sector & industry expertise

 

Head of Private Clients

 

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Corporate & Management Services

Incorporation

  • Set up legal entities
  • Implement cross border corporate structures
  • Coordinate ongoing relations with local tax and legal professional services firms
  • Coordinate ongoing relations with local banks and other financial professionals

Management

  • Provide legal entities with a registered office
  • Provide independent directors, managers and legal signatories
  • Organise board meetings and shareholder meetings
  • Maintain shareholders' register
  • Follow up on any legal formalities

Tax Compliance

  • Prepare corporate tax returns and tax balances
  • Maintain relevant contacts with local tax authorities
  • Prepare VAT returns and maintain VAT records
  • Coordinate with external tax advisors, as needed

Consolidation

  • Prepare group consolidated financial statements in accordance with local GAAP, US GAAP or the International Financial Reporting Standards (IFRS)

Administration and Accounting

  • Handle day-to-day corporate operations and follow-up with third-parties
  • Keep company books and prepare periodical reports
  • Prepare statutory and consolidated financial statements

Statutory Audit

  • Carry out audit by statutory auditors in order to verify that annual accounts are in accordance with the accounting standards, the accounting records and supporting documentation for companies which are not already subject to legal audit by an independent auditor

Liquidation Services (Only in Luxembourg)

  • Act as liquidator or provide assistance to liquidator
  • Provide variety of customised services related to the liquidation of Luxembourg companies
  • Maintain company accounts, periodical reports and liquidation accounts
  • Handle day-to-day company operations and monitor third-party relationships
  • Provide secretarial services linked to company liquidation: organise shareholders’ meetings, maintenance of shareholders’ register, handling of legal formalities
  • Coordinate liquidation: liaise with independent legal and tax specialists and notary