What services do we offer?

• 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).