Additional services
We care about
your comprehensive
financial consultation.
In addition to asset management, we are happy to support you in further aspects of preserving value and regulating your affairs.
Family Office
Your assets tell a story. They are connected to emotions and memories.
Our primary goal is to preserve and develop them, regardless of whether the assets in question are private, corporate, or from a foundation. We support you with our expertise in family office aspects.
We will be happy to create a wealth balance sheet and a financial plan for you as the basis for all further planning.
Execution of Wills
If a testator wishes to determine the use of their assets beyond their death, they should appoint an executor.
The executor appointed by the testator acts independently and is not bound by instructions of the heirs. The heirs can only express wishes, unless the deceased has stipulated a right of co-determination for the heirs.
Make use of the expertise of our certified executors of wills.
We believe in basic moral values such as reliability and continuity, and in long-term client relationships.
Ralph Früh | Chairman of the Management Board & Partner
Business Development
Our network of strategic business partners includes experts in tax consulting, inheritance law, succession planning, wealth advisory, financial planning, family offices, trusteeships, real estate, and much more.
Your advantages as a business partner:
- Access to expertise: benefit from our expertise in long-term asset structuring.
- Attractive partnership: we offer you the opportunity to provide your clients with exclusive financial solutions and at the same time strengthen your own network.
- Client satisfaction: we invest our clients’ money as carefully as our own – because satisfied clients are our most valuable asset.
Become part of our network and help your clients manage their assets for the long term. We look forward to talking to you! – Please fill out our contact form and we will get back to you as soon as possible.
