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: Various wealth planning strategies are developed. The individual strategies are played out taking into account various scenarios, such as the sale of a company, divorce or inheritance tax aspects. In the private sector, the "withholding tax" is analyzed.
  3. Client's decision on a strategy.
  4. Planning the implementation of the strategy: A detailed schedule for the individual activities (schedule) must be drawn up for the implementation of the strategy.
  5. Successive implementation and risk limitation.