Family Banking

Preserve assets across generations

Structure your wealth early and methodically

Your individual needs are as varied as life itself. A forward-looking wealth planning approach and investment strategy helps you achieve your life goals in accordance with your values.
Long-term financial planning

Long-term financial planning

We help you structure your wealth according to your needs and goals.

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Individual investment concept

Wealth Way. The advisory approach to your financial serenity

Benefit from the structured advisory approach to your wealth.

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Weitergabe von Immobilien

Comprehensive real estate advice

We help you to gather a comprehensive overview of your property.

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Wealth transfer

Wealth transfer

We help you plan your succession proactively to ensure that your wishes are respected – even if you can no longer do this yourself.

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Because a personal conversation is worth a lot

What can we do for you? We’re happy to address your concerns directly. You can contact us in the following ways: