Who we are

As an independent financial adviser and a European management consulting company we assist small and middle-sized company owners as well as international managers in building up capital and securing their wealth in a flexible and fiscally attractive way. More particularly we assist expatriates and their families in securing their standard of living at a high level now and in retirement. We start from your wishes and objectives. According to your priority list, we provide you with individual solutions, which are perfectly tailored to your personal financial situation.
Complete independence. Solution oriented approach. Strong network and cooperation with auditors, tax accountants, solicitors and experts, all operating at an international level. Long affiliation to professional organisations. Professional use of specific software applications. Flexibility, availability.	Objectivity & Flexibility. You optimise your financial situation. Variety of investment alternatives, which are based upon already tested solutions. Recognised professionalism, strict code of conduct. Ideal selection of solutions made transparent and easily understandable for you. Appointments are made according to your needs.
Please click here for our company leaflet : company leaflet (PDF 144KB)