- Our Approach -
Maximum passion for
maximum performance
We are passionate entrepreneurs, family people, athletes, visionaries and supporters who will never give up, will change the world and will keep our values alive.
And we are passionately true to our roots. Our handshake is a promise and our word is our bond. With our passion, the necessary know-how and our many years of experience, you have a strong and reliable partner on your side. We have the heart, the courage and the network required to overcome even the greatest of challenges in collaboration with you. Let us take the strain so that you can enjoy more time for your passions.
We take on the responsibility –
You decide how much!
– Our Services –
How we support you
Our advice will be tailored to your individual circumstances to the greatest possible extent
Detailed inventory
Total wealth management
Creation of efficient asset structures
Development of individual investment concepts
Shortlisting of ideal service providers
Optimisation of fiscal and legal matters
Transparent reporting and management accounting
Ongoing risk analysis
Succession planning
Cross-generational family strategies
Cost optimisation
Contingency plans for all eventualities
Execution of wills
Establishment and management of trusts
Burden Sharing & Strategy
Guidance & Structure
Change & Sustainability
With our cross-generational approach,
we provide support to families with complex assets, ensuring that the family’s assets are protected in the long term.
With our cross-generational approach,
we provide support to families with complex assets, ensuring that the family’s assets are protected in the long term.
We look into your family’s individual assets and contracts, and review them for any fiscal and legal issues. We see it as our duty to adjust the risk of your total assets, and to create an efficient, cost-optimised and transparent asset structure for you. We are committed to ensuring that all investment decisions are based on the goals we have set together.
Foundations provide vital support and are an intrinsic part of our society. Anyone who establishes a foundation wants to make a difference, demonstrate a sense of responsibility towards their fellow citizens, carry on a family tradition, or get their personal estate in order. We will support you in your venture and provide you with advice as you set up your foundation. We have many years of experience in foundation management and will be happy to help you with our expertise.
We will help you draft a family constitution, which will help guide future generations of your family and preserve your assets in the long term. With great sensitivity, we will take on the role of driving force and facilitator both for your family and for the tax and legal consultants involved. We attach great importance to an open and trusting approach to dealing with one another.
![[Translate to Englisch:] Termin vereinbaren](/fileadmin/msr/leistungen/unser_weg/beige_flaeche.jpg "[Translate to Englisch:] Termin vereinbaren")