We combine three crucial elements for you: decades of experience in advising wealthy private clients, an efficient, international network and a future-oriented understanding as regards advice and responsibility. Sustainability is a core value for us that weaves its way through our entire business. In addition to the clear commitment to sustainable investing, transparency and a clear consultation and investment process are the basis of our service portfolio.
Would you like to find out more about what we can do for you? Call us so we can advise you.
Are you currently thinking about succession planning or do you need to address this issue soon?
Would you like to get involved in society? Do you have questions about foundations and about setting up a foundation?
In line with the individuality of your personal and financial goals your investment advisory services and wealth management should be tailored to your needs. This is the only way of opening up the opportunity for long-term success. So the first step is invariably to find out what is important to you personally. On this basis, we jointly develop a framework that summarises your personal situation. This is the starting point for developing an individual concept with solutions precisely tailored to your needs - from holistic investment advice to wealth management to active investment advisory services and from succession planning to foundation formation. We also never lose sight of your personal goals and your risk profile during the process.
