On the basis of individual objectives, we develop a proposal to optimize the asset structure in relation to wealth protection, asset transfer, taxes and other cost factors.
Cost / benefit optimization of asset structures.
Analysis of the family situation and development of a family governance structure.
Dynamic and proactive adjustment of the asset structures to fit changes in your financial circumstances and life situation.
How do you benefit specifically?
You optimize your costs (tax situation).
You have the assurance that your assets will endure over generations.
You divide up your assets so that they are exposed to fewer risks (asset protection) – by splitting / separating the operative risk (investment and profit investment).
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