Wealth services

Comprehensive advice on your financial future.

Our specialists advise you on all the financial issues, while always keeping an eye on your overall situation and your personal goals. We develop a holistic strategy based on your individual family and financial situation, as well as your personal wishes and goals.

Inform yourself now about our services – because timely and systematic financial planning creates security.

No matter which topic you are most interested in, we will be pleased to advise you:

  

Financial planning

Depending on what stage of your life you are in, needs and financial goals change. Thanks to our holistic financial planning, you'll be well prepared.

Financial planning

Pension planning

By taking timely decisions concerning your pension planning, you create the conditions assuring that you can enjoy every stage of life without financial worries. If you are self-employed, we also offer sophisticated solutions for the non-mandatory second pillar.

Pension planning

Estate planning

Proactive planning is essential in the case of one's own incapacity, or to address inheritance and succession issues. As part of our estate planning, we present you the relevant options.

Estate planning

Your pension planning begins with a forward-looking conversation with us. Talk to us.

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