Comprehensive support, ourstrength as Wealth Preservation Experts

With our personalised, comprehensive support, we strive to preserve assets over the long term, to achieve economic growth and protection for assets, and to safeguard your interests. We also ensure that your asset structure can be adapted to changing external and internal family conditions. Our comprehensive support consists of four elements.

Continuous monitoring

  • Evaluation of changing needs and circumstances  
  • Advice on trends and developments with legal, economic, fiscal or organisational implications for asset structures and resultant financial requirements
  • Implementation of supplementary measures to protect, preserve and grow assets
  • Coordination of international tax planning
  • Observation and implementation of estate planning

Comprehensive management of legal entities 

  • Active administration of legal entities
  • Exercise of the functions of corporate officers
  • Secretarial services
  • Contract management
  • Reporting and payment services
  • Various additional services

Accounting and controlling

  • Financial reporting for clients
  • Financial controlling using professional control instruments
  • Bookkeeping and cash management
  • Various additional services

Purpose-oriented asset investment

  • Assistance in the selection of asset managers, asset allocation and ongoing investment monitoring
  • Ensuring conformity of investment strategies with the object and purpose of the legal entity
  • Analysis and evaluation of securities portfolios

Requirements and goals for comprehensive support

Trends and developments

Supporting protective measures

Intra-familial changes

Economic growth

Material and formal requirements

Preservation of flexibility

Goals, demands and expectations

Long-term safety and security

Contact us:
via phone or via e-mail