Private financial and liquidity planning

Finance your own goals and dreams

A large proportion of your assets is tied up in your company. This can make sense for a while, partly for tax reasons. But there can be negative consequences if the imbalance between business and private assets is too great. That’s why it’s important to clearly separate your assets at an early stage.

Key questions for entrepreneurs

Cash management calculator

How much cash do you really need? Transform your surplus liquidity into intelligent investments.

Individual investment concept

What is your goal in life? Together we will find out what is important to you and focus on three key strategies: Liquidity. Longevity. Legacy.

Liquidity plan template

Gain an overview of your liquidity situation step by step and identify financing gaps at an early stage.

News from our magazine (in German)