We have provided a holistic service to wealthy private clients for generations. We focus on capital preservation and steady capital appreciation


You have a clear idea of what is important for you and you want to invest your wealth securely over the long term. You are looking for a personal service that is adapted to your current situation and can respond flexibly to changes. We want to advise you on a long-term basis, as we are convinced that successfully working together is based on mutual trust.

Contact us on the following subjects:

  • Strategic wealth planning
  • Wealth management or wealth advice
  • Wealth succession planning
  • Equity investments
  • Advice on foundations
  • Family office services


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