NO TWO FORTUNES ARE THE SAME
We are your personal CFO
How we support you
We work hand in hand with the families we support and act as your personal CFO.
A systematic and holistic approach is needed to maintain and increase financial value over the long term.
We support you in the planning, structuring, implementation and monitoring of your wealth. In addition, we support our families in optimizing real estate financing or coordinating legal or tax advisors.
PLANNING & STRUCTURING
We analyze your wealth situation and your requirements and develop the optimal investment strategy for your assets.
We manage the implementation of your investment strategy and find the right bank, asset manager or investment product for you.
We provide overview and insight. We continuously monitor your assets. You receive regular reports on developments, costs and compliance with your investment strategy
We support you in optimizing and negotiating real estate financing.
We relieve and support you in the coordination with network partners such as lawyers or tax consultants.