- Preparation of expert assessments tailored to your life goals
- Proactive monitoring and updating of your expert assessments
- Guidance during your financial consultations
- Independent Wealth Management Solutions Service
- Tax return
- Financial Planning – enables you to manage your financial future. It provides a clear overview of your situation and goals. You anticipate key life events, optimize your tax position, and protect your loved ones. You make simple, consistent decisions aligned with your family priorities.
- Wealth Assessment – provides a complete picture of your financial situation. You clearly visualize your assets, income, and liabilities. You identify strengths, imbalances, and areas for improvement. You have a solid basis for making informed decisions.
- Estate Planning – enables you to plan the transfer of your wealth. You clarify who receives what, when, and under what conditions. You anticipate legal, tax, and family impacts. You protect your loved ones and ensure a transfer in accordance with your wishes.
- Pension Analysis – reviews your protection within the three-pillar system. You visualize your current and future benefits. You identify coverage gaps. You establish coherent and secure pension provisions.
- Sourcing banking solutions
- Sourcing insurance solutions
- File preparation and sourcing mortgage financing