Our additional services

Comprehensive planning for your financial future also includes topics that are not primarily related to classic investment assets. Here, too, we will stand by you as a reliable partner.

Advice for family businesses

Interconnected interests and complex structures make it difficult for owners of a family business to make the right decisions and reconcile the requirements of their business with the needs of their family. In family businesses, the three areas of business, family and assets are closely interrelated. In most cases, private and business assets are not clearly separated, which can lead to conflicts and also complicate business succession. We can help you resolve this complex challenge and also put at your disposal our network of experts built up over many years.


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