Accounting firm for family holding companies
Why create a family holding company with a firm of chartered accountants?
Our approach and commitments
A family holding company is a structuring tool used to centralize share ownership, organize financial flows, and prepare for the evolution of professional or family assets.
Our holding company accounting experts will analyze the viability of your project with you: nature of your holdings, succession goals, cash flow position, and status as a business owner.
We offer personalized support with a dedicated point of contact and can coordinate with your tax lawyer or notary, in full compliance with professional standards and independence requirements.
Areas of expertise
We assist you at every stage of your holding company project, balancing legal security, tax compliance, and a long-term wealth management vision.
- Holding company creation: Selection of legal structure, analysis of ownership schemes, and assistance with incorporation formalities.
- Contribution of shares: Support for contribution operations, valuation of securities, and analysis of accounting and tax implications.
- Holding company accounting: Bookkeeping, preparation of annual financial statements, and compliance with filing requirements.
- Holding company taxation: Review of the parent-subsidiary regime, dividend treatment, and analysis of applicable tax options.
- Intra-group flows: Monitoring of financial flows, services, and cash movements between the various group companies.
- Wealth structuring: Coordination between family holding companies, real estate investment companies (SCIs), property ownership, and wealth transfer.
- Group management: Dashboards, cash flow monitoring, analysis of shareholdings, and support for executive decision-making.
What accounting and legal obligations does an accounting firm manage for a family holding company?
A holding company must comply with accounting, tax, and legal rules specific to its corporate form, its shareholdings, and the nature of its operations. The preparation of annual accounts, tax filings, and the monitoring of intra-group agreements must be rigorous.
Our firm uses secure tools to centralize documents, track cash flow, and produce reporting tailored to your group. This organization facilitates flow control, dividend management, and compliance with your deadlines.
What are the costs and the duration of support for a family holding company?
Costs
Fees for a family holding company vary depending on the proposed structure, the number of companies involved, and the accounting, tax, or legal tasks to be performed.
A quote is provided after reviewing your organization and your objectives.
Our services can cover the creation of holding companies, recurring accounting, dividend tracking, and exceptional operations, such as the contribution of securities or wealth transfers.
Financial terms are clearly outlined from the start.
Timeline
The timeline depends on the project's maturity, the formalities to be completed, and any restructuring operations that may need to be organized.
Bookkeeping and tax monitoring are ongoing processes, whereas setting up a holding company or implementing a wealth management structure can take several weeks.
We plan every step with you and provide regular follow-ups, in order to adapt the structure to changes in your assets, your group of companies, or your family situation.
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Contact us to manage your business with peace of mind
Our team is here to answer your questions and offer a solution adapted to your needs.
Feel free to reach out to us for an initial consultation or a quote request.