Financial advisory

  •  Financial planning

  •  Pension planning

  •  Succession planning

  •  Investment advisory

  •  Insurance management
Asset Management

  •  Asset consolidation

  •  Discretionary mandate

  •  Risk- and Return-Profile

  •  Special asset classes
     (e.g. philanthropic projects)
Investment Projects

  •  Project/company assessment

  •  Business plan modeling

  •  Cash-flow analysis

  •  Project management

  •  Legal support

  •  Fund raising
Analysis of Wealth

  •  Total wealth audit

  •  Audit of 3rd parties mandates

  •  Asset class allocation

  •  Risk diversification
Intermediation

  •  Financing

  •  Mortgages

  •  Lawyers

  •  Tax advisors

  •  Real estate experts, etc.
Other Services

  •  Tax optimalisation

  •  Inheritance

  •  Foundations

  •  Trusts