Private persons
Financial optimisation for private persons
Whether it’s the main residence, an income property or a vehicle – your own liquidity isn’t always enough to cover the costs of such purchases without the help of outside capital. It’s not easy to find the cheapest... more
Structured asset statement
In general you know about your asset, however, understanding the status quo in detail is sometimes not easy. An overview of your possession and financial assets provides clearness. We help you to assess and clearly list your belongings. This... more
Estate planning
For many it might be an unpleasant task to deal with their own death during their lifetime. However, the well-being of our sweethearts should be reason enough to plan ahead. It is certainly in your interest to maintain your valuables and transfer... more
Provision planning
If you make provisions early enough, you can face aging more calmly. Especially in times of economic insecurity and uncertainty regarding pensions, it is important to provide for the future. The demographic trend is a substantial problem... more
Insurance
1. Life insurance Life insurance does not only serve as security for your descendants or partner in case of your death, i.e. as financial coverage for your family, but can also be an interesting saving opportunity for yourself. There are two... more
Family-Office
Within our company we created a unit which supports several families and individuals in managing their assets. Our Family Office offers a variety of services which exceeds the mere handling of issues in the area of ‘family finances’.... more< back Services
