 |
|||
Aufgaben
- Detaillierte Vermögensanalysen
- Laufende Vermögensverwaltung
- Langfristige Finanzplanung
- Nachfolgeplanung
- Regelmäßiges Vermögenscontrolling
- Aktives Risikomanagement
- Notfallordner für die Familie
- Vernetzung der Ansprechpartner
- Begleitung zu Bankgesprächen
- Konditionsvergleiche
- Angebotsanalysen
- Weitere individuelle Dienstleistungen
Benefits
- Coordination of diverse personal, financial, tax-related and legal perspectives
- Overview of the total assets and their structuring
- Your personal, family and business goals are a priority
- With a family office you have a neutral partner at your side
- We bring your personal contacts together (bank, tax advisor, auditor, real estate agent, notary public, insurance company, lawyer, doctor, etc.)
- You benefit from stable and long-term client support