One advisory house.
Three lines of expertise.
volpe brings together three complementary lines of expertise to support clients as their needs evolve over time. These three lines of expertise form one coherent advisory model – accessible independently, yet designed to support clients as their needs evolve.
Structure, clarity and compliance.
Senior support for decisive business moment.
Clarity, continuity and trusted coordination for family wealth.
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
Tax & corporate services
- Corporate, partnership and individual tax returns where relevant
- VAT compliance and reporting
- Tax audit assistance
- Tax structuring
- Incorporation of non-regulated legal entities
- Domiciliation services
Structuring & administration
- Central administration and transfer agent services
- Business support and outsourcing
- Corporate secretary services
- Assistance with business licences and VAT registration
- Mergers, demergers and cross-border re-domiciliation support
volpe M&A Advisory and Capital Solutions 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.
Key areas of support
- M&A strategy and transaction advisory
- Business acquisitions and disposals
- Target identification and investor sourcing
- Business valuation and financial modelling
- Financial and strategic due diligence
- Business plans and investor presentations
- Deal structuring and transaction coordination
- Negotiation support and deal execution
- Equity and private capital raising
- Private debt and alternative financing solutions
- Shareholders’ agreements and governance structuring
- Post-transaction integration and strategic support
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.
Key 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
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.