Wealth Management & Asset Protection

Independent investment advice and asset management

How can I preserve my wealth in the long term in times of inflation and economic uncertainty?
Which asset classes are best suited for investing my assets in view of my specific life situation?
Who can I trust unreservedly, both professionally and personally, when I need advice on the best possible investment of my assets?

How can I minimize the tax burden by planning the transfer of my assets to the next generation in advance?
Can charitable organizations be included in a beneficial way in my estate planning?
How do I ensure that the assets of my minor children are carefully managed until they come of age?

What measures can I take to protect my assets from unwanted access by third parties?
How can I separate my private assets from my business assets in order to better control business risks?
How can I ensure that my assets endure over the long term and across generations?

Unless you are a private client with a fortune in the seven figures, you will generally be looked after by a bank adviser who earns an average income and has his savings in a simple bank account. Nothing against your bank adviser – but would you board a jumbo jet with a clear conscience if your pilot only flies small planes?
We manage our clients' assets on a fiduciary basis. We also advise our clients on how to structure and invest their assets optimally, taking their individual needs into account. In doing so, we do and recommend with the greatest conviction what we have not only learned in theory, but have also successfully implemented in practice with our own assets.
We design and establish structures in which your assets are passed on from generation to generation in a tax-efficient manner.