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Tax & Fiduciary Services
Financial Advisory & Starting a Business
You want to achieve your personal financial goals or implement new projects with your company. You are looking for a partner who fully understands your individual situation and guides you towards the best paths to building wealth or successfully starting your entrepreneurial journey.
With an interdisciplinary approach, we provide personalized advice tailored to your financial situation. We calculate complex investment projects for you using the most advanced methodologies. Whether your private financial goals involve purchasing real estate or securing your retirement, we present structured pathways to building wealth.
We support your entry into entrepreneurship through our best practice approach. In this area, we draw extensively on our expertise, especially for startups, SMEs, and real estate companies. We can also provide targeted answers to the common questions surrounding real estate assets, such as the pros and cons of privately or company owned real estate. Leveraging years of experience on these specific questions, we can quickly deliver the answers for every tax scenario.
Our group at a glance
- Roadmaps for structured wealth building
- Project calculations for corporate investments
- Second opinions on investments & asset allocation
- Optimized dividend payouts
- Advisory and implementation of company foundings
- Advance care directives
Your Added Value
- Small, customer-focused consulting team with extensive experience
- Tools and approaches tailored to SMEs
- Owner-managed SME with short decision-making paths
