How It Works
Our experts successfully help to create and maintain investment funds for our clients. We will do our best to organize the client’s business using all investment instruments.
The fallout of the events of last years has produced a high level of skepticism and distrust among investors, and they will demand greater transparency from their providers to understand what they own, the value of their investments and associated risks.
Our team of wealth managers is prepared to respond to a greater need by clients to understand, access, and communicate with advisers regarding their current relationship as well as the products and services that may satisfy future needs. Our experienced Financial Planning Advisory, at all times, have sufficient information, from objective sources, regarding all products and services owned by their clients to answer inquiries regarding performance and degree of risk at the client portfolio and individual security levels.
This, coupled with the right financial planning tools, ensures we provide the most appropriate wealth management solutions.
HIGHLIGHTS
- Comprehensive wealth analysis, taking into account the client’s individual situation
- Definition of long-term investment profile under consideration of all relevant tax aspects
- Evaluation of investment proposals
- Proposals for appropriate asset domicile and custodian banks
- Estate planning
- Trusts, companies and foundations
- Recommendation of experts covering all relevant aspects of wealth management