Family Office
Financial planning and wealth management
- Analysis of your overall financial situation
- Development and implementation of strategies
to optimize and secure your assets
Tax planning
- Tax-optimized financial planning
- Tax-optimized retirement pension planning
Private and entrepreneurial succession issues
- Analysis of current situation and development of
strategies for the future
- Implementation of the strategies
Trusts und foundations
- Establishment and administration of trusts and foundations
Controlling
- Family office accounting
- Risk monitoring and performance analyses
General administrative and secretarial services