Family Office

Our clients profit from comprehensive, customized wealth management with a personal contact partner for all financial affairs.

We support you from long-term asset planning to liquidity management and take on administrative and auditing tasks for you. We would be delighted to put our many years of experience and well-founded knowledge which also includes legal issues, immovable assets (property) and general financial issues at your disposal.

To design your tailored strategy in the most optimal way, we work with internal and external specialists.

Consolidation of asset values

Review of new investment opportunities

Board of trustees and supervisory board mandates

Administrative and auditing tasks

Financial planning

Tax / succession planning

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