Financial advice for entrepreneurs

You're an entrepreneur, but a private individual too. That's why we aim to coordinate your business and private financial matters in the best possible way thanks to our advice.

Our advisory services

Holistic advice

For all aspects of your private and working life

Personalized team of specialists

Choose from our many experts

Global presence

Representation in over 50 countries and all major financial centers

Our solutions

Your benefits

  • Presentation of optimum private pension solutions
  • Bridging of short-term liquidity gaps
  • Active assistance with succession planning

Our experts are here for you – we look forward to speaking with you.

Individual investment concept

What do you want to accomplish in your life? Together we’ll find out what matters most to you, guided by three key strategies: Liquidity. Longevity. Legacy.

Advice for entrepreneurs

As an entrepreneur, you face many challenges. Together with our expert teams, we accompany and advise you in your strategic decisions.

Staying flexible throughout the crisis

The coronavirus crisis has highlighted the tight link between business and personal wealth. Read here how financial shortfalls can be absorbed or prevented.

Who should inherit?

The ideal succession solution for you will depend on a variety of factors. Get your bearings with our info graphic.

Start your succession planning in good time

Let us help you ask the right questions and find suitable answers early on.

Also of interest to you

Estimate investor risks

Identify the right investment strategy for you with the Financial Personality Test.

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: