Services

We listen; we understand; we deliver!

Wealth Management
Our boutique approach allows you to benefit from a unique wealth management solution we create inhouse or in cooperation with our external financial partners.

Investment Advisory
We strongly believe Advisory requires information, independence, individuality and innovation which is why we screen and simplify to enable you and us an optimal investment decision making.

Real Estate and Private Equity Solutions
Limited to qualified investors and upon demand, we advise and search on interesting real estate
and private equity ideas from our home markets and abroad.

Estate and Succession Planning
In today’s complex regulatory environment, protecting and preserving wealth demands for a systemic and professional expertise our network of external business partners is providing.

Family Office Services
Your needs are our guidance. We aim to provide a service beyond expected.