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Holistic support for you and your family

Are you looking for suitable solutions for your personal and financial needs, but you’re losing track of countless offers and services provided in the market?

Finanz Konzept manages the coordination, selection and monitoring of selected or all service providers, in order to offer you the entire range of services from a single integrated source. We offer high-net-worth private clients first class advisory and Family Office services around your assets and beyond. From planning and definition to the implementation of various solutions, Finanz Konzept takes care of your different needs.

We will use our network of international consultants and service providers from various fields to provide you with the best solutions in the market to achieve your goals. Thanks to our independence and open architecture, there are no limits to our possibilities.

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Our Consulting Approach

1.

Determination

Prior due diligence, review of documents and existing information as well as preparatory tasks

2.

Exploration

In-depth discussion to understand the goals, concerns and strive in conjunction with Family Office solutions

3.

Integration

Conversation evaluation and deriving suitable measures to achieve your individual personal goals and desires

4.

Collaboration

Composition and coordination of existing partners and service providers, family members and specialists to create an overall solution

Our best-in-class approach

Thanks to our independence and organisational flexibility, we ensure that you can rely on the best providers in each service category, within each market category. We take over the selection and the coordination so that you can access an enormous network through a single point of entry without losing track. We are happy to include your preferred partners in our selection.

1.

Build a complete list of all the service providers within each category

2.

Selection process by means of appropriate criteria (e.g. price, quality, discretion, network effects)

3.

Assessment process / due diligence shortlisting of appropriate service providers

4.

Inclusion of the preferred / existing partners of the customers

5.

Solicitation of offers and detailed analysis of the terms of contract and renegotiations of the conditions

6.

Customer presentation of the best services / offerings and coordination and monitoring of the implementation

Sign up for the market commentary.

We look forward to hearing from you and presenting our custom-made consulting services. Get in touch with us.

Contact us

Sign up for the market commentary.

We look forward to hearing from you and presenting our custom-made consulting services. Get in touch with us.

Contact us