We aim to give our clients a clear idea of their current and future financial situation - because a complete overview is essential for taking the right decisions to help grow your assets throughout your life, taking into account the current tax, financial and legal frameworks.

 Our services include:

  • Overview of personal wealth and liquidity: presentation of personal wealth and liquidity status on a specific reporting date in a personal balance sheet and a personalised profit-and-loss account
  • Presentation of personal wealth and liquidity development for a specific period
  • Risk management: controlling life risks - such as long life, loss of earning capacity or death - for you and your family by determining the relevant financial requirements, for instance, by calculating the pension gap
  • Inheritance planning: preventing family disputes by settling the succession to property early; minimising gift and inheritance tax payments