Customized services for medics, entrepreneurs and executives
In our department for precautionary services we advise you on all issues relating to retirement cover.
Learn moreIn our department for risk related services we advise you on all issues relating to health care and disability.
Learn moreIn our department for loan related services we advise you on all issues relating to financing and tax optimization.
Learn moreOur experienced real estate team will advise you on all matters relating to real estate acquisition and real estate financing.
Learn moreOur investment advisors counsel you on all issues relating to fund investments and alternative investment opportunities.
Learn moreCustomer-specific asset allocation and sustainable hedging strategies. Our experienced consultants will help you with advice and action. We will not only help you save time, but also money - with maximum security.
Consulting free of charge. Benefit from our financial expertise.
Customized financial services and tax optimization
Transparent, well structured consulting processes
Experienced consultants with substantiated industry knowledge
Customer-oriented consulting approach