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My range of services
Individually
Personal
Holistic
My range of services covers all essential asset areas.
- structured, understandable and tailored to your goals
DEVELOPING INVESTMENT STRATEGIES
Individual investment strategies
With a focus on quality, sustainability and risk diversification
Selection of suitable individual stocks, funds and ETFs
Upon request, involvement of renowned asset managers is possible.
A holistic view
of your
entire assets
Including real estate, insurance, investments
Development of wealth management concepts
Taking personal aspects into account and in consultation with your tax/legal advisor
FINANCIAL PLANNING
Asset planning
and advice
Prevention and risk management
Development of pension concepts
Planning and support
for your retirement
Structured estate planning with foresight and sensitivity
Liquidity planning for private and business purposes
Support with advance healthcare directives
and will drafting
Estate and generational management
Executor of a will
PORTFOLIO ANALYSIS AND MANAGEMENT
Analysis and structuring of your existing portfolios
Active management with a steady hand
Adapting to
market changes
or personal developments
Monitoring of structures and consistent risk management
OTHER KEY TOPICS
Review of existing
Policies and funding opportunities
Support with
real estate investments
Advice on precious metals, cryptocurrencies, art or forests as part of the asset structure
Accompaniment for private
and commercial financing
Management of foundations and charitable causes
Involvement of specialized partners from my network for more complex wealth management matters
(e.g., company sale)
Comparison and optimization of
existing loans
Alternative investments and network consulting
Let's talk about your goals and
jointly develop customized solutions
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