Comprehensive wealth strategy for large family assets
Consulting and conception of a family wealth strategy
Succession planning
Coordination of legal, tax and investment experts
Support with philanthropy and donations
Office services, postal address, conference service
Relocation service for international clients
Analysis of your assets, portfolio structure and objectives
Preparation of long-term asset strategy and structuring
Broad asset class spectrum: Securities, real estate, private equity, insurance, alternative investments, tangible assets
Fee check and Comparison of fees
Beauty contests, comparing and negotiating offers, bank switching service
With us, you receive a comprehensive asset strategy including:
all major asset classes beyond classic money investments or securities
Support with buy or sale of assets
Consolidated wealth report for all capital and tangible assets
In-depth analysis of investment and portfolio structure and efficiency
Define long-term investment objectives, hedging and liquidity planning
Preparation of a long-term asset strategy and structure
Asset classes: securities, real estate, private equity, insurance, alternative investments, tangible assets
Ongoing investment controlling of investment guidelines, performance, risk and fees
Consolidated asset report on all investments, regardless of where the investments are deposited
Recommendation of suitable private banks and wealth managers
