When developing a financial plan, future cash flows can be planned and, if necessary, an adapted investment strategy can be chosen, whether in occupational pensions, securities, real estate or other forms of investment.

When it comes to precautionary measures in the event of insanity or even death, we act as a trustworthy partner in drawing up and executing a advance directive or as an executor of a will.

Together with our clients and attorneys, we develop a tailor-made succession solution that is personally and fiscally suited to our clients.