The goal of our counselling is to provide the client with an unbiased and farsighted basis for decision-making.
The legal, political and economic circumstances are evolving so rapidly these days that comprehensive and proactive counselling has become practically an imperative.
The following diagram is derived from our many decades of experience. It illustrates that, from the very start of the advisory process, the personal and family circumstances as well as the wealth situation of the client need to be assessed in depth and the future objectives defined. The most suitable strategies and measures are then crafted from the findings. The client should always be able to trust that these solutions are tailored to his or her specific financial situation and can be adapted appropriately to a given stage of life or changing conditions.