IMPORTANT INFORMATION
Educational Purposes Only
The information on this website is provided for educational and informational purposes only and does not constitute financial advice, legal advice, tax advice, or investment advice.
No Advisory Relationship
No advisory, fiduciary, or professional relationship is created by viewing this website or any subsequent communication unless and until a formal written advisory agreement is executed between you and Graf Wealth Advisory.
Requirement for Independent Professional Advice
Liechtenstein family foundations involve complex legal, tax, and regulatory considerations. You must consult with independent, qualified legal counsel and tax advisors in all relevant jurisdictions before making any decisions.
Jurisdiction-Specific Considerations
Structures described are governed primarily by Liechtenstein law with implications under Swiss tax law. Tax treatment, including PAS status, depends on proper structuring and acceptance by tax authorities.
No Guarantees
No structure can guarantee complete protection from all creditors, legal claims, or tax obligations. Past results do not guarantee future outcomes.
Costs and Complexity
Establishing and maintaining these structures involves significant costs (typically CHF 40,000-80,000 setup, CHF 15,000-30,000+ annually) and sophisticated legal requirements.
Regulatory Compliance
All client relationships are subject to standard AML/KYC verification requirements and compliance with applicable Swiss and Liechtenstein regulations.