Advising on Structuring of Financial Assets


  • 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