Holistic consultation for wealth-management and company matters – individual and independent
For our private clients, every good solution in the fields of finance, wealth and companies starts with a holistic consultation which addresses all the important questions from asset management and monitoring to tax and inheritance issues. Together with the client, we define the aims for our collaboration on the basis of a careful analysis of the current situation. Based on this, we take a tailor-made approach to developing the strategy and its invitation with individually created service packages.
We do not provide any asset management activities of our own and thus have no conflicts of interest. Our independence and objectivity thus provide an excellent foundation for long-term cooperation based on partnership.
We also provide advice on and support for our private clients' companies throughout the whole of their life cycle, from formation to divestiture or handover to the next generation.
Our offering includes:
- Company formations, transformations and mergers
- Company valuations
- Business consultancy and analysis
- Due diligence
- Process optimisation
- Creation and management of company structures (holdings, licence boxes etc.)
- Succession arrangements
- Creation and management of family structures
- Establishment of foundations
- Wills, estates, execution of wills
- Retirement and estate planning