Partner for Generations

For many years our Experts give independent and individual advice to entrepreneurs, their familys and private customers concerning the following Family Office topics:

  • Structuring and management of equity investments and foundations
  • Arrangement of corporate succession
  • Consultancy regarding purchase/sale of company stakes, commercial and private real estate
  • Management of the shareholder and real estate portfolio
  • Management of asset assignments concerning inheritance matters
  • Asset management and trusts

We support our customers as independent consultants in individual aspects but also manage & control complex portfolios and affiliated decisions. Our services include:

  • Conception and preparation of individual solutions
  • Structuring and realization of complex comprehensive solutions
  • Assistance in selecting specialists for special situations
  • Consulting regarding investments and disinvestments (company stakes and real estate)
  • Portfolio control and foundation management
  • Trust management

Our experience and our comprehensive network provide for a fast and target-oriented selection of experts and financing partners. Our aim is to protect and to sustainable increase the wealth positions of our customers.