MONTCLARE
CAPITAL PARTNERS
For private clients, families and entrepreneurs across the German-speaking markets, we structure cross-border holdings along the Amsterdam-Vaduz axis, pairing Dutch substance with Swiss and Liechtenstein wealth structuring.
We design cross-border holding structures along the Amsterdam-Vaduz axis, combining a Dutch holding (participation exemption, broad treaty network) with Swiss or Liechtenstein vehicles.
For DACH families and entrepreneurs, we design how assets and shareholdings are held across borders with succession and continuity in view, coordinating Dutch, Swiss and Liechtenstein frameworks alongside the partners who deliver the legal and fiduciary work.
We align the substance that makes a structure defensible — board, decision-making and operations — coordinating the directors and providers who hold the relevant licences, with the NL-CH/LI treaty position and transfer pricing, so the structure is built to be defensible in practice, not only on paper.
We structure how European investment portfolios and real estate sit within the group, coordinating asset position, lenders and capital across the wider holding.
An international family with operating, financing and holding interests needed a clear separation between strategic structuring advice and reliable hands-on implementation, supported by established corporate service providers and fiduciary firms across multiple jurisdictions.
We advised on the structuring logic and client positioning, helped define the commercial rationale where holding, financing, IP and management companies were involved, and coordinated licensed fiduciary and incorporation partners for implementation and transfer pricing files, working alongside the client's own counsel.
A partner-led execution model: Montclare retained the strategic advisory role while specialist providers handled incorporation, administration and ongoing local compliance, with cross-border consistency where conditions are met.