Offer

«We aspire to be a fair partner to our clients by offering
reasonable, transparent pricing at all times»

Our services:

  • Comprehensive, forward-looking asset, tax and retirement planning
  • Individual asset management
  • Financial advice
  • Wealth planning (early retirement) and tax management
  • Objective assessment of existing securities portfolios
  • Tax consultancy
  • Healthcare proxies
  • Will writing service
  • Estate distribution
  • Execution of wills
  • Property financing (mortgages)
  • Family office
  • Foundations

The benefits to you:

  • Cost transparency (e.g. half-price rate for stock exchange transactions)
  • Enhanced privacy
  • Free choice of custodian bank (security)
  • Independence of products
  • Ability to monitor your overall asset position at all times
  • Annual financial report
  • Constant support (designated single contact person for all contacts)