high-rise building in city during daytime

Our services

Effectively preserving assets, not just manage them.

Financial & Asset Planing
Asset Management
black smartphone near person
black smartphone near person
10 and 20 euro banknotes
10 and 20 euro banknotes
brown wooden house with green grass field
brown wooden house with green grass field
Real Estate

Strategic financial and asset planning are important building blocks for being as well prepared as possible for the financial vicissitudes of life. We draft a financial and asset plan for you that gives you an overview of your financial latitude in the various phases of your life.

Particularly in the context of retirement planning, strategic financial and asset planning serves as an important instrument for setting the course in a timely manner for financial independence also for the time after your active working life.

Through strategic financial and asset planning, we create clarity about your current and future income and expenditure.

On the basis of the jointly defined asset strategy and using correlation analysis, we develop the optimal portfolio that really suits you. In doing so, we focus on the preservation of your assets over risky return withdrawals - especially in the current times.

We cooperate with renowned banks and bankers from Switzerland, Liechtenstein and Germany and have agreed on excellent conditions that fully benefit you. On request, we are able to consolidate several custodian banks in Switzerland and abroad in parallel with our portfolio management system.

Asset management is the ideal solution for you if you attach the greatest importance to professional management of your assets and do not want to make individual investment decisions yourself

Our multidisciplinary network of real estate specialists, lawyers, notaries, architects, designers and tax experts allows us to offer a holistic solution that meets the needs of each individual client.

After more than 25 years of experience, we have acquired the necessary knowledge to ensure that the client avoids all pitfalls when buying or selling property. Our knowledge of the market, local laws and regulations makes it possible for us to provide seamless services to the client, ensuring peace of mind that their prestigious project is in good hands.

Our values – excellence, integrity and transparency – help us build a trusting relationship with our clients, who choose us as their advisors for all their relocation needs again and again.

Our aim is to put excellent service within reach, with clients benefiting from real value for money without compromising on quality.