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