Three lines of expertise.
One long-term perspective.
volpe brings together Business Services, M&A Advisory and Family Office to support clients across business, transaction and family wealth matters. Each service line can be accessed independently. When a client’s situation evolves, the broader volpe expertise can be mobilised to connect business, transaction and family wealth matters with clarity and precision.
volpe
Business Services
Structure, clarity and compliance for the company.
volpe Business Services supports companies, groups, investors and holding structures with accounting, tax, corporate, reporting and administrative matters.
The objective is to bring structure, reliability and clarity to the company’s operations, while ensuring that compliance and execution are handled with precision.
Accounting & reporting
- General and analytical accounting
- Interim and annual financial statements
- Management reporting, budgets, cash-flow statements and KPIs
- Consolidated financial statements under LuxGAAP, IFRS or other local GAAPs
Accounting & reporting
- General and analytical accounting
- Interim and annual financial statements
- Management reporting, budgets, cash-flow statements and KPIs
- Consolidated financial statements under LuxGAAP, IFRS or other local GAAPs
Accounting & reporting
- General and analytical accounting
- Interim and annual financial statements
- Management reporting, budgets, cash-flow statements and KPIs
- Consolidated financial statements under LuxGAAP, IFRS or other local GAAPs
Typical clients
Companies
Groups
Holding structures
Entrepeneurs
Investors
Family-owned business
volpe
M&A Advisory
Senior support for decisive business moments.
volpe M&A Advisory supports entrepreneurs, companies, shareholders and investors during transactions, growth decisions, exits and complex corporate situations.
Transactions are rarely isolated events. An acquisition, sale, restructuring or liquidity event may affect governance, tax, company structure, private wealth and family continuity.
M&A Advisory often acts as the bridge between business decisions and private wealth implications.
Keys areas of support
M&A advisory
Buy-side and sell-side support
Due diligence
Transaction support
Strategic and corporate structuring advisory
Transformation and exit situations
Risk, crisis and complex decision support
Supervisory auditor mandates
External auditor for agreed-upon procedures
Independent non-executive director roles
Company liquidator and liquidation auditor roles
Typical clients
Entrepeneurs
Shareholders
Business owners
Companies
Investors
Family businesses
volpe
Family Office
Clarity, continuity and trusted coordination for family wealth.
volpe Family Office supports entrepreneurs, families and private clients in structuring, overseeing, preserving and transmitting wealth across generations.
The objective is to provide clear oversight, trusted coordination and confidentiality across family wealth matters, while connecting private wealth decisions with the business and family context behind them.
Keys areas of support
Wealth and asset management oversight
Investment advisory and strategic asset allocation
Consolidation across banks and jurisdictions
Portfolio review, performance analysis and risk oversight
Alternative assets advisory
Structured financing
Family business advisory
Family governance structures
Succession planning and next-generation support
Family legacy advisory
Private administration, property management and lifestyle asset coordination
Global mobility and cross-border expertise
Typical clients
Entrepeneurs
Families
Privates clients
Family business owners
Next-generation family members
Clients with cross-border needs
A flexible advisory model
Clients may enter through one service line and later require support from another. A company may first need accounting, tax and corporate structuring support. Over time, the entrepreneur may face growth, acquisition, restructuring or exit questions. Later, family governance, wealth oversight or succession planning may become central. volpe’s model is designed to support these evolving needs without forcing clients into an integrated package. What matters is not the entry point – but the clarity of the next step.
Not sure which expertise is relevant to your situation?
Contact us and we will direct you to the right person within the volpe team.
Let's discuss your situation
Whether you are structuring a company, preparing for growth, considering a transaction or organising family wealth matters, volpe can help you identify the right next step.