Wealth Management

„It is better to reflect on investments one day a month, than to work 30 days!“ (John Davsion Rockefeller, 1839 - 1937, American entrepreneur)

This is not about making our clients speculators or the principle to criticize work, quite the opposite. One thing is certain - and documents our historical quote - that a considerable fortune in age is made of intelligent steps in the economically active age. The bricks of a sound asset planning follow a simple set of principals, but they are always tailored to individuals or business.

We are happy to present our services in an overview:

Asset planning

• Review your investment position
• Review your liquidity status
• Guide: How to disencumber in the next few years?
• Guide: How do my assets develop in the upcoming years?

Retirement planning

• Supply Gap Calculation
• Guide: Planning the supply in retirement
• Guide: Protection for incapacity
• Guide: Medical Care
• Guide: Securing my family in case of death

Risk planning

• Independent: Our critical insurance check
• Independent: Guide financing check
• Current yield calculations concerning your assets
• Guide: Possible eradication gaps in financing
• Risk analysis: Security of investments

Generation planning

• Location determination
• Balance: Legal Succession <> Wish of Succession
• Guide: Inheritance Tax burden in case of death

Private generation planning

• Control optimal design of my heritage

Corporate Planning

• Assurance of succession