Investment consulting

Create your personal „Finanz Konzept“

In addition to traditional asset management, there is a wide range of additional services. You can obtain individual services or complete service packages from us. You will find a corresponding service overview under our Family Office Services. In a joint and personal preliminary discussion, we will respond to your wishes and goals and jointly put together your personal “financial concept”. In order to guarantee our independence, we invoice our expenses and agree on a transparent contingency fee for achieving the defined goals. All kick-backs/retrocessions or price advantages that we achieve through our economies of scale or our negotiating skills are passed on to you one-to-one.