Private finance
Maintaining and enhancing substantial wealth needs asset managers who are high-quality experts devoted to put the client’s interests first. Our private finance professionals offer private clients, foundations, insurance institutions, investment funds and other institutional investors customized advisory services regarding reporting, tax optimization and asset valuation.
Clients need reliable and compact information about investments that are diversified according to the principle of risk spreading. We bring transparency and ensure independent advice for your investments.
As a high net worth investor, you want control and a thorough overview of your financial situation - at any time and compiled in a comprehensive way. Many of our clients know about effective decision-making from their own entrepreneurial activities, and they are also used to gather information quickly with the help of well-prepared facts and figures. We carefully created the same information and service system for our clients’ investments. We call it investment reporting services.
The scope und content of our investment reporting depends on your personal needs and expectations:
- Security investment reporting delivers consolidated reports about your securities accounts and encourages performance and quality competition of your asset managers.
- Investment schemes reporting offers a look behind the scenes of your investment portfolio.
- Global investment reporting provides consolidated information about diversified investments.
- Reporting for foundations supports the administration of tax-exempt foundations and family foundations.
We offer customized tax advice for private clients
Flat rate tax, standard taxation, tax burdens at home and abroad, profit tax, or inheritance and gift tax: Individuals may face a variety of taxes and tailor-made tax consulting is a key factor of proper asset management. We aim to optimize your tax returns and evaluate your assets with scrutiny. Our investment strategy experts always bear subsequent tax consequences in mind. We pool our know-how in integrated wealth services. The result is a customized and up-to-date tax strategy for you that meets your objectives and needs - and not vice versa.
Efficient structures to manage your assets
Regulatory organizational structures often define the management of joint family investments. This may create complex compliance requirements. The aim to provide professional services within lean and efficient structures has to be balanced against legal regulations, provisions of tax authorities and the guidelines on family governance that monitor and define the financial management. Our specialists from various professional fields develop appropriate strategies and implement them systematically.
We are independent and put the client's interest first
We limit ourselves to the traditional advisory and reporting services of our profession. Intentionally, we do not offer investment consulting or classical asset management. Therefore, you can be sure we only provide you with objective and impartial information.