Additional Services

We are pleased to be your partner for all your financial matters. This keeps things clear and straightforward: one trusted point of contact, with access to all relevant expertise. For matters relating to corporate finance, taxation, accountancy, philanthropy and wealth transfer, IBS works closely with a network of carefully selected external specialists. These partners share our vision of quality and client focus.

Corporate Finance

Corporate finance supports companies that want to take the next step: growing, acquiring, selling, or raising financing. IBS guides these processes both substantively and organizationally in cooperation with external specialists. We work independently and discreetly, with an understanding of your ambitions.

The foundation lies in insight: into the sector, the company’s positioning, and the value of the business.

We prepare company profiles, perform business valuations, and advise on the development of a business plan and financial model. We support buy- and sell-side processes, including company acquisitions, mergers, sale processes, and management buy-ins or buy-outs, from start to finish. We can also assist with debt financing, such as refinancing, raising growth capital, and fundraising.

Tax advisory

Sound tax advice can not only reduce risks but also create financial advantages. Especially in complex tax matters, proper advice and structuring are essential. Examples include preventing double taxation in international activities, structuring wealth in a tax-efficient way, or preparing for the transfer of a business.

Accountancy

An accountant provides insight into and control over your financial affairs. Reliable administration and clear reporting form the foundation for sound decision-making and growth. This includes the preparation of annual accounts, financial reports and compliance with statutory obligations.

Family Office

A family office supports wealthy families and individuals in the management, preservation and transfer of wealth. In this role, the focus lies on:

• Wealth management
• Financial and tax advice
• Legal support
• Coordination with external specialists
• Management of real estate, art and other capital assets

Philanthropy

Supporting charitable causes can form part of your vision for legacy and continuity. A clear structure and professional guidance help create impact in a way that aligns with your beliefs and ambitions. This may include strategic giving, establishing a foundation or coordinating the advisors involved. In this way, a lasting contribution with enduring value is created.

Wealth Transfer

Transferring wealth to the next generation requires an approach that is tax-efficient, legally sound and personally appropriate. This can take place during life or upon death and is almost always tailored to the individual situation. Examples include:

Strategic gifting

If you wish to transfer wealth during your lifetime, annual exemptions, different gifting structures and optimal timing are important considerations.

Structures for Maintaining Control

How can you transfer wealth without giving up full control yourself? Solutions such as conditional gifts, debt acknowledgements, STAK structures or a mutual fund structure may provide a solution. With such structures, wealth remains protected while the transfer takes place gradually. Family agreements can also be formally documented.

Financial Education

It is important that children learn to manage wealth responsibly at an early stage. We support the development of financial skills related to investing, understanding risks and building an independent investment portfolio.