Financial planning

Financial Planning is a universal advisory service organized as a systematically coordinated planning process directed at private individuals.

Financial Planning aims at enabling private individuals, in the form of households or businesses, to substantiate and define their financial goals and, while simultaneously taking into account the specific financial, legal, personal and familiar outset, to help along the way to subsequently and optimally realize those goals.

Financial Planning is a process involving the development of strategies that help the customer to govern his/her financial matters in order to realize one's life's goals.

Within that scope, the following topics are covered:

  • Tax counseling
  • Company succession
  • Estate regulations / transfer of assets
  • Risk management/hedging and pension/retirement planning
  • Founding and administration of legal structures
  • Legal advice
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