Entrepreneur

SERVICES

Financial solutions,
tailored to you personally

Analysis of existing pension obligations

We analyse the contracts that have been concluded with your managers and employees and assess the accrued provisions. We can then jointly develop possible solutions to minimise existing pension obligations and are happy to support you in building up the necessary assets. This applies to existing old commitments, but also to new contracts to be concluded with employees and managers. Your company can thus be financially relieved in the long term without reducing its attractiveness for new employees and managers!

Company pension plan

Company pension plans are essential for executives to close their standard of living gap in retirement, especially for those without a state pension. There are various implementation options that offer flexibility, transparency and cost efficiency. In addition, a comprehensive occupational pension solution can be developed for all employees.

The trust model for employees

The trust model, also known as the ‘Contractual Trust Arrangement’ (CTA model), is a way of separating pension obligations from the balance sheet in the context of occupational pension schemes. The advantages of the CTA model include employee loyalty, flexibility in terms of payments in and out and a high degree of flexibility in terms of investment strategies. Other advantages include a lower cost structure, a potential improvement in the credit rating due to a reduction in the balance sheet and additional protection against insolvency.

Succession planning (donating & inheritance)

Succession planning is of central importance for family cohesion and the long-term financial security of your family. We understand that these matters are sensitive and personal and would like to advise you with the utmost discretion. With our expertise, experience and large network of lawyers, we can assist you in designing a well thought-out gift and inheritance strategy for your business, shareholdings or other assets. The earlier you deal with this topic, the more detailed our advice will be!

Get in touch now
and shape your financial future!

Ready to realise your financial goals? Contact us today to speak with one of our experts and develop customised solutions for your unique needs. Your path to financial stability and growth starts here!

OUR EXPERTS

Your contacts

Uwe Eilers

Vorstand

Ken Sollner

Direktor Privatkunden

Victoria Berggren

Senior Manager Private Clients

Frank Wehking

Head of Family Office

*Wischen um mehr zu sehen

Subjects for