Finanz Konzept AG was founded in 2001 by its current partners and specialises in asset management and advisory services.
We support you in matters of pension provision and inheritance as well as in tax and legal matters, and assist you in setting up and managing your company and in succession planning. Our connections guarantee you professional and competent support and supervision at all times and in all matters.
Holistic asset and life planning | Financing concepts and collection management | Corporate services | Safe deposit boxes
We take care of all your financial matters – 100%. This gives you the time to devote yourself to the more important things in life without any worries. Thanks to the small size of Finanz Konzept, we are flexible, fast, uncomplicated and discreet. We take care of you and adapt completely to your ideas and wishes.
We deliberately take a long-term approach to our investment horizon in order to generate secure and consistent returns, and therefore focus on continuity and stability.
Perfection, close contact and proactive representation of interests are our core competencies and motivate us to achieve the best possible asset growth for our clients.
