Wealth Planning and Structuring

OUR AIM IN THE AREA OF ASSET CONSULTING IS TO PROVIDE THE ASSET HOLDER WITH THE FOLLOWING ADVANTAGES:

  • Comprehensive report of the total assets in their structure, the returns of each individual capital investments and risk assessments
  • Development, implementation and monitoring of an individual, long-term asset strategy
  • Continuous monitoring of the asset managers
  • Cost optimization
  • Liquidity planning
  • Independent and neutral consulting regarding the selection of products and asset managers
  • Relief in terms of time

ASSET CONSULTING MEANS TO US CONSULTING AND SUPPORT IN THE FOLLOWING AREAS

Asset Structure Consulting

Asset Monitoring