How we advise you

For each individual client, we develop the appropriate measures to achieve his or her personal goals.

First consultation free of charge

The first consultation takes about an hour. First we will determine your personal and financial starting position. You can benefit the most of this first discussion if you bring along your tax return, pension fund statement and a list of other assets.

The fee proposal

In our proposal, we identify your issues, outline possible solutions and define how to proceed. The fee is determined according to the time spent.

Individual consultation

Our systematic process starts with a careful analysis of your situation as we develop a rough concept and calculate different options. In the end, we give you a custom-tailored detailed concept with a concrete implementation plan.

Implementation

A concept stands and falls, of course, with its realisation. Therefore, we support you in the implementation of the measures decided upon – whether it be optimising your taxes or managing your assets. We do everything so you can truly reach your goals.