We create time and transparency for you:
Asset coordination
- Strategic asset allocation
- Structuring of assets by asset class
- Focus on return and risk
- Target/actual comparison and regular exchange
- Administrative management
- Supplementary office management
- Emergency planning
- Family governance
- Generational transition
Reporting and Controlling
Digital and analog.
Everything here revolves around figures, data and facts: Using state-of-the-art technology, we provide you with an overview of your assets that can be called up at any time in order to highlight risks and the potential for change in your assets. This allows decisions made to be adjusted and planned decisions to be weighed up and prepared.
The reporting evaluations are presented by us at the intervals you require and are addressed to your family and – if desired – to your advisors and/or external asset managers.
We create transparency.
Manager selection
- Selection of managers for liquid and illiquid assets
- Access
- Overview of conditions
- Transparency
Real estate management
- Support at all levels:
- Cash flow management
- Contract management
- Link to property management
- Intermediary services
Alternative Investments
Managed account model for high net worth individuals.
- Cash flow and portfolio simulation
- Inclusion of existing portfolio
- Target allocation and target TVPI
- Annual subscription amounts
Law firm expertise
- Tax and legal advice
- M&A
- Art consultancy
- Foundation consultancy
