Financial planning
We work with you to analyze your assets and liabilities, your pension and your tax situation.
Engaging in your future.
Together, we'll find the best path to reach your goals. So you can make the right financial decisions – no matter what stage of life you're in. That's what really matters.
Our Advisory Service
Tax consulting
We’ll help you optimize the tax impact of your assets, liabilities, succession solutions and pension withdrawals.
Inheritance consulting
Need an advance directive, will, marriage or inheritance contract? Our inheritance consultants outline the legal framework conditions so you can organize your personal, family, and business situation.
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What is a pension gap?
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Preparation
Ask the right questions
Different aspects of private financial planning will require you to ask different questions. But the most important one is this: What goals do you want to achieve?
Personal consultation
Analyze your financial situation with us
Using state-of-the-art financial tools, we can analyze your personal situation directly and show you custom solutions while guiding the decision-making process.
Planning and execution
Optimize whatever you can
Our advisors have highly qualified experts at their side to offer you the very best solutions. As a result, you’ll get comprehensive future planning that identifies every opportunity to optimize your finances.
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Three steps to your consultation
