It is often underestimated just how complex the structures and requirements that lie behind the expression “financial planning” are. But financial planning goes well beyond what is sometimes relatively simple financial and / investment advice. That is why, properly understood, financial planning does not just focus on short-term effects; instead, it is based on conclusive, persuasive long-term strategies and features three salient objectives: asset accumulation, asset growth and asset protection.
Further, asset succession in an inheritance situation is also becoming an increasingly vital part of financial planning. Here, too, we will stand by you as a professional, experienced and reliable partner.
You will receive our regular analyses and reports in writing, clearly set out. Together, we will discuss the corresponding results and recommendations in detail. We will be happy to coordinate with your legal and / or tax advisor, in order to maximize the financial results you can achieve.