Strategic financial and asset planning is particularly important when planning for retirement, as it allows you to lay the foundations for financial independence at an early stage – even beyond your active working life.

Financial Planning

Comprehensive and long-term financial planning to achieve your financial goals.

Wealth Structuring

• Establishment of offshore, holding, and domicile companies

• Appointment of board members, managing directors, and board of directors

• Establishment of foundations, endowments, and trusts

• Establishment of fund structures

Tax Optimization

• Assessment of local and cross-border tax situations

• Consultation on the implications of potential changes in residency

Retirement Planning

Planning for a financially secure retirement.

Succession Planning

Transferring wealth to the next generation.

Family Governance

A consolidated overview of your family's current and future needs provides clarity.

Credit Structuring (Customized Financing)

• Tailored and structured credit solutions • Structured financing in collaboration with third-party providers

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