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In determining your investment strategy, your personal consultant will consider your personal and entrepreneurial assets, your real estate holdings, your tax situation, pension provisions, estate planning, and auxiliary personal factors. Based on these and any additional restrictions, we define your risk profile and your financial and non-financial objectives.
Private Balance
Sheet
P.B.S.
- Liquidity
- Investments
- Real Estate
- Loans
Taxes
Taxes
- Income Taxes
- Wealth Taxes
- Inheritance Taxes
Pension
Provisions
Pension Provisions
- Private Pension Plan
Succession
Planning
Succession Planning
- Wealth Succession
- Company Succession
Goals
Goals
- Financial Objectives
- Non-Financial Objectives
Risk
Profile
Risk Profile
- Ability To Take Risk
- Willingness To Take Risk
Free choice of custodian banks
Our clients choose where they desire to hold their assets.
Through our collaboration agreements with reputable custodian banks we are able to offer to our clients the bank which best suits their specific needs at exclusive rates. Our portfolio management system enables us to manage and advise, as well as consolidate multiple portfolios over multiple banks.
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