ATAG Group AG is a family office and private-client services provider for high net worth families and family businesses, offering legal, tax and administrative services. Its services include legal advice and representation, tax planning, corporate services and trust/foundation administration, asset allocation, family governance, art advisory and specialised maritime and aviation consulting.
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Industry:Holding Companies
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Commercial law, tax law, and family and inheritance law; legal planning, transaction support, legal documents, representation in disputes, and international legal assistance.
Tax Advisory
Tax planning and advice for international structures, wills, seat transfers and acquisitions; analysis of tax implications and support in implementation.
Business Administration
Accounting, reporting, fiduciary handling of complex transactions, as well as support for holding structures, international trusts and family offices.
Corporate Service & Administration
Mandate management on boards of directors and foundation boards, management of international holding structures, and operational implementation of client instructions in companies, foundations and administrations.
Trust and Foundation Advisory
Planning, establishment and long-term administration of trusts and foundations; estate planning, structuring and professional administration of these vehicles.
Wealth Allocation
Strategic financial matters to secure family members and achieve financial objectives; independent assessment within the corporate family office framework.
Philanthropy Advisory
Advice and representation for private commitments; alignment with CSR strategies, consideration of values, image aspects and public impact.
Family Governance
Design and implementation of intra-family agreements, rules for leadership and oversight, and strengthening cohesion and family culture across generations.
Family Counselling
Advising families through change, supporting shared goals, accompanying new life phases, education and relocations of residence.
Art Advisory
Art advice based on personal preferences and investment strategy; specialized support in selection and decision-making in the art field.
Maritime Consulting
Advisory on purchase and sale, construction and refitting, ownership and chartering of yachts; including taxes, customs, financing, registration and operations.
Aviation Consulting
Advisory on the purchase and sale of jets as well as on operations, regulations, conditions and other aspects of flight operations.
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