Planning for the Medium to Long Term
In providing private investment advice, we mainly focus on planning for our clients’ retirement and securing their future.
Upon request, we will work with our cooperation partners to prepare private financial plans or analyze the asset structures of our private clients. We also shed light on financial and investment models from a business and tax point of view to facilitate understanding for our clients. Another key feature of our consulting services for private client investments is providing early advice on property succession, while naturally taking full account of the client’s wishes, such as setting up a foundation.
Thanks to our traditionally trusting and close relationships with our clients, we are also your ideal partner when it comes to estate planning or executing wills. Preparing carefully considered instructions while you are still alive can avoid subsequent disputes among your heirs to a large extent.