What we are asked most often.

The strategic management of the family's overall wealth situation: aligning the business, private wealth, investments, real estate, liquidity, loans, risks, tax questions and intergenerational transfer.

Primarily for affluent families, entrepreneurs and doctors who have investable assets of at least €50,000 or want to invest at least €1,000 per month over the long term. It creates particular value when wealth is complex, concentrated or spread among several providers.

No. The investment portfolio is one part of the overall wealth strategy. Liquidity, financing, insurance protection, the relationship between the business and private wealth, tax questions and intergenerational transfer can be just as important.

At a time you choose, we hold a short phone or online consultation. If we both agree that it makes sense to continue, at a personal meeting we get to know your goals, your thinking and your overall wealth situation in detail.

Yes. The service is paid exclusively by the client. We accept no commissions or other remuneration from any bank, insurer, investment company or other financial institution. The exact fee and scope of the service are agreed before the mandate is granted.

No. A market return cannot be guaranteed. The aim is an appropriately diversified portfolio with an aligned acceptable risk, the necessary liquidity, costs and decision rules.

Not automatically. We first examine what you hold, what role it plays, what it costs, what risk it carries and whether it fits into the overall strategy. We only propose a change with a clear reason.

Specialised tax and legal advice is provided by external experts. We define the financial goals, coordinate the experts' work and make sure that the partial solutions fit into the overall wealth strategy.

Within active wealth management we meet in person every quarter for a strategy meeting. In addition, we provide a weekly investment briefing and a monthly statement of wealth and portfolio.