Would you like to ensure the best possible financial security for both you and your family? In that case, you should definitely consider necessary insurances in addition to traditional investments. We will support you in finding the ideal financial instruments for your personal situation and your life planning.
In the first step, we determine your hedging and provisioning requirements.
In the second step, we analyse your existing insurances.
In the third step, we suggest how you can better protect yourself and your family against risks. We also explore legal and tax structuring options in the process, to optimise the transfer of assets to the next generation, for example.
From investment and pension plans to the optimisation of complex succession situations: there is a wide range of insurance solutions. The advantage you have: as your multiple intermediary, we have access to a wide range of offers from insurance companies in our network and will find the right solution for you. As private banking specialists, we are also happy to develop individual insurance solutions for you and function as asset managers.
Our insurance solutions range all the way from capital investment to old-age and survivors' pensions through to succession planning.
Please get in touch. We will help you to find your own personal pension plan and insurance concept.
Berlin: +49 30 88461-0
Bremen: +49 421 64922-0
Dortmund: +49 231 5419-0
Düsseldorf:+49 211 8770-0
Frankfurt: +49 69 2177-0
Hamburg: +49 40 30808-0
Hanover: +49 511 44988-0
Cologne: +49 221 1624-0
Mannheim: +49 621 397245-0
Munich: +49 89 23699-0
Nuremberg: +49 911 234248-0
Stuttgart: +49 711 305843-0
Würzburg: +49 931 35944 0
