Executives

Financial advice for managers and executives

Your private financial circumstances are strongly linked to your company. Therefore, we approach your financial situation in a holistic way and also include your illiquid assets.

Our advisory services

Holistic advice

From investments and financing to tax, retirement and succession planning

Central contact person

For an uncomplicated handling of all your financial concerns

Global presence

Broad expertise on questions about international mobility

Our solutions

Our advice – your benefits

  • Illustration 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.

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: