Family office

As independent consultants we can support you with our family office service throughout the world.

The creation and maintenance of wealth over the generations is based on differentiated strategies and approaches.

Your wealth has an individual and personal history – often connected with emotions and memories.

History teaches us how important long-term financial strategies are continued one generation after another. The first step in developing a strategy is a comprehensive analysis of requirements and goals.

On the basis of a regular reporting system meeting your specifications together with our investment control service, we advise and assist you in all aspects of wealth management.

The service approach used over the generations covers all aspects of individual tax and succession planning, both home and abroad. We support you in planning and implementing your day-to-day wishes and requirements but also in the implementation of additional personal wishes, for example property management and the organisation of foreign travel or periods of study abroad.

  de    en