What services do we offer?

• Analysis and planning of your revenues and expenditures.
• Integrated inventory of your assets, including your liabilities.
• Creation of a tailored financial plan over the entire life cycle, based on the acquired information.
• Advice on capital investment and provisions, taxes and inheritance law.
• We advise you on questions of matrimonial property law, such as marriage contracts or divorce agreements as well as in connection with family planning.
• Support for your pension planning.
• We help you optimize your taxes and inheritance.

How do you benefit specifically?

• You get a comprehensible overview of complex matters.
• You gain security, certainty and save time by delegating to specialists.
• You have one single contact person on a variety of matters, who is always available to help.
• You stay on top of things and have control of your asset situation at all times.