top of page

Wealth Planning

In wealth planning we apply a holistic approach. For us, it is not just the achievement of short-term goals that counts, but factors as changing of family situation, place of residence, tax optimization, retirement and succession planning are of equal importance. 

 

​Together with our partners specializing in creation of foundations and other structures and in art or philanthropy we can find a suitable solution for your projects. We would be happy to discuss this with you personally.

Click on the PDF symbol to see our quarterly Investment View:

Click here to see our

quarterly Investment View:

bottom of page