Family Office Beratung

Your future – expertly planned.

Plan and protect at an early stage.
What will tomorrow bring? How will I live when I retire? If I unexpectedly fall ill or have an accident and am incapacitated, either temporarily or permanently, do I have a plan in place? How are my family and company protected if I'm no longer at the helm?

Some people do not like dealing with these types of questions, or believe they have plenty of time to address them. This can lead to unpleasant surprises. For this reason, we feel that, in our role as a comprehensive financial services provider, we should also consider the management of your future. We can help you ensure early, cost-effective protection of the third phase of your life, while maintaining the value of your business and assets. We can also work with you on succession planning and safeguarding your tax benefits. We can proactively help you handle issues and decisions relating to health care power of attorney, guardianship and wills.  Ultimately, we want to give you peace of mind for the future. That’s why we created our Family Office.

Your Family Office: in good hands
In entrepreneurial families, business plans and goals are inextricably linked with personal ones. Many issues need to be handled with a great deal of sensitivity. Clients therefore rightly expect much more than just subject matter expertise from their advisors. Discretion, empathy, experience and continuity are all fundamental requirements. No one wants to discuss their personal life and wealth strategies with a constantly changing stream of advisors.
Our Family Office team is at your disposal: experienced advisors are assigned as your permanent contact and will allocate all the time required to assist you. Most importantly, they have an understanding of the past, present and future visions of entrepreneurial families. They are strategic and operational consultants who will support you in achieving all your personal, family, financial and business goals.

Your Life Map: An at-a-glance guide to all your arrangements
Life is complicated. And while not everything can be planned or predicted, we can safely cover most eventualities. However, things don’t organise themselves. You need to set the right course in good time, so that unexpected developments cannot wreak havoc with your life and business plans. That’s why the Family Office has developed the Life Map. The Life Map comprises a single folder that gives you an overview of your assets, responsibilities and powers of attorney and contains all the prospective arrangements for the third phase of your life if you are no longer in the driving seat.
We will work with you to develop your Life Map in the Family Office. Our experience and skills will help you to make the right decisions for you, your family and your company in plenty of time. A duplicate of your Life Map will be stored at our office. We will monitor any changes and respond immediately – leaving you free to concentrate on what matters today.