ADVICE AND SUPPORT FOR PRIVATE AND INSTITUTIONAL CLIENTS IN FINANCIAL MATTERS


IMT Financial Advisors AG, KIWAL Wirtschaftstreuhand AG and IMT Trust Services AG are our professional Trust Companies. IMT Financial Advisors AG (“IMT”) is the core company of our group and was founded in 1985 with the philosophy of advising an international clientele on economic, financial, legal and tax matters in an increasingly complex economical environment. The entrepreneurial success of IMT has led to the spin-off of additional consulting areas into separate independent companies, which allows us to offer our clients services in a targeted manner. Our trust companies are supervised by the Financial Market Authority Liechtenstein (FMA).

OUR SERVICES

Asset Planning and Structuring
comprehensive advice of private clients regarding future and Succession Planning, Tax Planning, Investment Management and Risk Control, and development of a Family Strategy ("family governance")

Family Office Services
consulting and representation of wealthy families in their Financial and Business Affairs, and the handling of all services in relation thereto

Formation and Administration of Private, Commercial and Charitable Asset Holding Vehicles
trusts, foundations, companies, regulated investment funds, and other asset holding vehicles

Accounting
set-up, organization, implementation and keeping of Financial Statements and Balance Sheets

Controlling/Governance
implementation of Family and Corporate Governance Rules and Compliance Control

Tax Advice
tax planning, tax consulting, filing of tax returns

Consulting and Management of Businesses
support and consulting of the management of small and medium size companies in Financial, Economical, Tax and Investment Affairs, rendering of management and Supervisory Services, and handling of various Administrative Functions

Internal Audit and Compliance
Conduct of internal audit and compliance functions for licensed asset management companies.

Consulting of Private and Institutional Clients regarding the Development and Implementation of Philanthropic Strategies

DOWNLOADS

TEAM

Financial Advice & Family Office

CONTACT

FINANCIAL ADVICE
& FAMILY OFFICE

IMT Financial Advisors AG
Austrasse 56, P.O. Box 1235
9490 Vaduz, Liechtenstein

T +423 2381717
F +423 2381720