Giving an investment tip is one thing. However, it is quite another to make long-term recommendations to clients that also relate to their total assets. But that is what we do. As your private bank, we do not see ourselves as a tipster, but rather as a provider of comprehensive, holistic, long-term and cross-generational advice. The Wealth Planning group, a team of specialists alongside the Bethmann client advisors, is set up for this purpose.
Our aim is to achieve sustainable added value for your assets and provide you with strategic support. Wealth planning is a discipline in its own right and requires in-depth specialist knowledge. The service is only offered by a few banks - and if it is, then as an additional service. The focus is on you as the client and not on the product solution.
We develop investment scenarios and recommend a solution concept for your overall assets. We show the corresponding effects and provide information on liquidity requirements for the assets. In doing so, we take particular account of the interaction between the various asset classes. We always keep an eye on asset succession and generation management. We help you to reduce complexity and make decision-making options clearer for you.
Although we cannot yet look into the future, we know from long experience that there are some basic scenarios for which you should be prepared. We are able to simulate scenarios that arise, for example, after the sale or transfer of assets and can thus provide important support for your decision-making process.
Do you have any questions or suggestions and would like to contact us? Please use our contact form.
