Private financial counselling

In the context of our providing holistic advice it is also important for us to provide assistance for you on private financial issues. In order to design the optimum structure of private finances for you we collect all your relevant data. [...]

In the context of our providing holistic advice it is also important for us to provide assistance for you on private financial issues. In order to design the optimum structure of private finances for you we collect all your relevant data. In compact form, the latter are ultimately available to you as an aid to decision-making.

Advising on private wealth, financial and investment issues

Every individual has his own very personal need for security that is, among other things, dependent upon the currently prevailing economic situation as well as his personal environment. We take your purely personal risk sensitivity into account and assist you in designing the risk structure of all of your private finances. The division of wealth into investments with secure returns and risky investments is geared to your personal sensitivity to risk. Weighing profitability against the danger of losses we assist you in questions of private retirement planning. The well-founded decision to invest in life insurance policies, securities, currencies or funds is intended to ensure your standard of living.

Advice on issues of inheritance law

Precisely in the sphere of wealth transfer there are dangers that should not be underestimated. In order to bar unintended risk situations in transfer or inheritance cases we are there to assist you with our extensive knowledge of the global situation and the legal system in providing assistance with the appropriate contracts. We accompany you, starting by calculating the optimum time for transfer and through implementation.

Court appraisals and private opinions

Our expense can be called upon both in court as well as in private situations. As neutral third parties we evaluate factual economic conditions and using recognised methods, we supply valuable information for legal rulings and private decision-making.

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