Wealth management advisory

For both UHNWIs and Institutional Investors asset management strategy is key in assuring wealth preservation and growth. We identify the best vehicle to deposit and invest value based on our Client’s tactic, strategic and cross – generational objectives. These are then put to the test within the context of strategic wealth perspectives and portfolio management. We always have an eye on all value-adding options for action in the context of investments or divestments. Accompanying the corresponding negotiations and consultations is, of course, a part of this.

The discreet and confidential support of UHNWIs and institutional investors in important strategic decisions round off our service portfolio. Thanks to their in-depth knowledge and extensive practical experience, our consultants can offer this service in Luxembourg, Switzerland, Italy, Germany and the Czech Republic.

Wealth Management advisory services:

  • Wealth planning
  • Corporate and Family restructuring
  • Family Office advisory
  • Deed of Trust 
  • SICAV (Investment Funds) setup  and operational management
  • Holding structures
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