Wealth planning
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Wealth planning with confidence
As a wealthy individual, family office, entrepreneur or executive, you are often faced with difficult questions regarding your assets. Our specialists can offer you comprehensive advice on all aspects of investment. They will analyse your overall situation and goals. Our experts will also develop an investment strategy that is customised to your needs and wishes.
Holistic wealth planning with foresight
As part of our comprehensive wealth planning, we support you in strategically securing and structuring your assets for the future. Whether you are planning for retirement, building up provision for your family or reassessing your current situation, our specialists will work with you to develop a strategy that optimally reflects your life goals and creates long-term value. We focus on customised planning that takes into account all facets of your life and your financial future. This gives you clarity for all future decisions relating to your assets.
Our Offering
- Holistic investment advice taking your investment assets and your tied assets (real estate, equity in companies, etc.) into account
- Optimal diversification of your overall asset portfolio in the form of companies, private label funds and trusts
- Advice on succession and inheritance planning from our first-rate partners
- Advice and support on any major restructuring of your overall asset portfolio (property sales, relocation of residence, etc.)
- Formulation of tailor-made financing solutions in connection with wealth planning or property sales
- Asset transformation, mergers & acquisitions, preparation of decision-making material and second opinions
- Processing of asset consolidations and analysis of securities portfolios