Extraordinary times require an extraordinary commitment! This requires:

  1. Analysis of the current situation and evaluation: The current financial circumstances and living conditions of the client are analyzed and the risk attitude and the objectives are determined.
    The financial and tax situation is checked!
  2. Development of various strategies: Different strategies of wealth planning are developed. The individual strategies are considered in consideration of various scenarios, such as e.g. Company sale, divorce or inheritance tax considerations, played through.
  3. In the private sector, the "final withholding tax" is analyzed.
  4. Decision of the client for a strategy.
  5. Planning the implementation of the strategy: For the implementation of the strategy, a detailed timetable for the individual activities (schedule) must be drawn up.
  6. Successive implementation and risk limitation.