In addition to asset management, we offer our clients a wide range of services. Our comprehensive advice covers numerous areas in order to cover all of your financial needs in the long term.
We regularly observe serious deficiencies in portfolios that cause investors considerable financial losses. High fees in particular impair the portfolio's return in the long term. This doesn't have to be the case. Take the opportunity now for a free asset check and gain an insight into whether your investment is optimally positioned or whether there is room for improvement.
Gifting and inheritance are of central importance for the long-term financial security of your family and the fulfilment of your individual wishes and dreams. We understand that these matters are sensitive and personal. We are at your side with expertise, a large network and empathy to help you design a well thought-out gifting and inheritance strategy.
At a time when life expectancy is constantly increasing and the demographic structure is changing, private pension provision is becoming increasingly important for each and every one of us. Securing your own standard of living in old age is not only a financial necessity, but also a decisive step towards ensuring independence and quality of life in retirement.
A company pension plan is essential for managers to close the gap in their standard of living 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.
We have set ourselves the goal of supporting charitable, meaningful projects and worthy aid programmes in order to make a positive contribution to the general public. We would also like to offer interested benefactors and foundation enthusiasts the opportunity to support a general or individual good cause with little bureaucracy and little effort in the form of their own sub-foundation or an endowment.
We understand that selling a property is an important decision. Therefore, the process should be as smooth and stress-free as possible. Our staff have extensive knowledge of the local property market and can help you achieve the best possible sale price for your property.
Our Multi Family Office service is designed for wealthy families and owners of large companies. Our advisory approach encompasses not only private assets but also entrepreneurial aspects. We assess your entire wealth and develop strategies and structures to optimise it.
Please do not hesitate to contact us if you have any other topics you would like to discuss or any questions you would like answered. We look forward to hearing from you.
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!
