The goal of counselling is to provide the client with an unbiased and visionary basis for decision-making.
Legal, political and economic circumstances evolve so quickly that it is almost essential that comprehensive and proactive counselling be sought.
From our long-term experience the following chart evolved. It highlights that, in the advisory process, a family’s personal and wealth situation needs to be assessed in depth and the given objectives defined. The most suitable strategies and measures are then derived from those findings. A client should always be able to trust that the solutions are tailored to his or her specific wealth situation and can be adapted to accommodate the family’s life cycle.