Other Services

We consider it very important to be able to advise you - our client - comprehensively, also in finance questions beyond the administration of a portfolio.

Our long-standing contacts with proven industry professionals help us to stand to you in many questions competently aside.

We offer exclusively and in cooperation with our business partners services in the following areas:

  • Retirement plans and life insurance
  • Succession planning
  • Real estate consulting
  • Real estate purchases, sales and financing
  • Company foundation
  • Selling of a company and/or succession regulation
  • National and International Tax Consulting