Financial advisory
• Financial planning
• Pension planning
• Succession planning
• Investment advisory
• Insurance management
• 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)
• 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
• 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
• Total wealth audit
• Audit of 3rd parties mandates
• Asset class allocation
• Risk diversification
Intermediation
• Financing
• Mortgages
• Lawyers
• Tax advisors
• Real estate experts, etc.
• Financing
• Mortgages
• Lawyers
• Tax advisors
• Real estate experts, etc.
Other Services
• Tax optimalisation
• Inheritance
• Foundations
• Trusts
• Tax optimalisation
• Inheritance
• Foundations
• Trusts