Financial Planning
Service
Throughout your life, you will have to take some major financial decisions. Our professional and personal support will help you to make the right steps in order to reach your financial goals. We are there to advise and support you in any situation.
Products and Services
- Overview of total assets
- Targeted budget planning
- Tax advisory services (only Switzerland)
- Investment strategies
- Precaution planning
- Real estate financing
- Retirement planning
- Inheritance planning
- Start-up consulting
- Legal questions
- Other specialist services as needed
Formalities
Initial consultation free. Time-based fees.