OUR SERVICES
- Comprehensive analysis of all assets – including, if applicable, equity holdings in companies
- Development of a long-term and strategic asset structure, reflecting expectations and the risk profile of the investor
- Consideration of tax and inheritance aspects
- Suggestions for optimization of investments
- Identification of appropriate asset managers for the implementation of the asset strategy
- Carrying out “Beauty Contests” for the selection of asset manager
- Consulting with regard to the final selection of asset managers and fee structure
