Our values

Our guiding principles are discretion, modesty and exemplary behaviour: values that cannot be quantified, but which are indispensable for a perfect whole. We have adhered strictly to these principles since our foundation in 1976 and steer our clients with their assets through all phases.

We act independently. We can concentrate fully on the interests and true needs of our clients. We see this freedom as an absolute obligation as well as a special privilege. As individual as our clients are, it is exciting to replace standard products with individual solutions. This is the attraction of our daily work.

We act according to the dictates of clarity and simplicity. Our solutions are understandable and comprehensible for our customers. The same applies to remuneration, where we also communicate in detail all efforts of all parties involved.

We are exclusively committed to our clients.

Wealthy people turn to us to give themselves and their families a cross-generational bond that creates cohesion and strength. Our solutions therefore always go further than a wealth situation requires at that moment.

Our employees are considered to be restless in their search for solutions that the market does not offer on its own. Our independence helps us to adapt the market to our clients, not vice versa. That is why independence and continuity are the premises of our way of working, to which we subordinate a system of values that we offer and seek. Perseverance and discipline are as much a part of this as decency and modesty. Tolerance is a tool, discretion and integrity are a matter of course.

We are specialized generalists with the aim of offering wealthy families, entrepreneurs and institutional investors a comprehensive service platform on the financial market.
Our goal is to help our clients make better financial decisions.

It is our declared task to define the highest standard of client relationship in Multi Family Office and in financial services in general. Our clients are aware of our corporate culture and respond to it with great trust and honest openness. We earn this trust on a daily basis and in this way we have achieved the status that makes us one of the best companies in this field today.