Entrepreneurial families
Senior managers and wealthy private clients
Retired Private Individuals

Systematic assessment and monitoring of your wealth

If you are a senior manager or wealthy private client, you need efficient, comprehensive, and dependable support on a range of personal financial matters, and on wealth accumulation. You also want to reduce the concentrations of risk that senior managers typically face with their salary and bonus, participation plans, occupational pension assets, and other corporate benefits. As a private client you want a sounding board; you expect transparency and efficient, effective risk management. In both cases there are also international taxation issues, wealth structuring, investment topics, contingency and succession planning as well as financing matters to consider. Whatever the questions, we have the answers.