Create your personal „Finanz Konzept“

Tailored to your needs

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.

Advantages at a glance
  • Door openers for difficult to access services and service providers
  • Independent selection of third-party providers/span>
  • You are free to decide which service you want to use
  • Transparent pricing according to expenditure
  • Support in price negotiations and transfer of know-how
  • Personal contact person who takes over the coordination
Service overview

Select your desired service specifically

Finanz Konzept AG also makes the individual service areas from our Family Office Services available to individual private individuals. We help you to make an independent selection of suitable service providers and act as a protective link between you and the third-party provider. The complete overview of our services can be found here

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

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