Our Services

What we can do for you

We also provide private retirement solutions and integrated financial planning and consulting to owners, shareholders and executives as well as high-net-worth individuals and expatriates optimizing their personal financial situation. We assist them in building up capital and securing their wealth in a flexible and fiscally attractive way and in securing their standard of living at a high level now and in retirement.

The business has been built on the delivery of transparent and open advice that is completely impartial, unbiased and tailored to clients’ specific requirements. Advice is provided in German, English or French and extensive experience in working within a multicultural environment has proved to be invaluable.

According to your priority list, we provide you with individual solutions, which are perfectly tailored to your personal financial situation.


Private Pensions

We offer tailor-made concepts, most of them granting tax benefits, which bring you financial security and enable you and your family to face the future with confidence.

Health  Coverage

We offer health insurance, disability insurance, nursing care insurance, personal accident insurance, which are all adjusted to your personal situation and to your needs, demands and objectives.

Asset Building

It must be planned and well-structured. The yield and risk structure of your assets are based on your needs, your risk profile, your personal situation and your life goals.

Asset Protection

It comes down to protect your assets for instance against inflation or general liability risks and other risks, which costs may far exceed your financial means.

We help self-employed and freelancers as well as company owners protect their assets against attachment, inability to pay or insolvency.


Borrowing is an integral part of the purchase of property (whether to live in or to rent it). Thanks to more than 300 financing partners, whose conditions we can compare daily, you can get the best deal the market has to offer.

We have proven solutions for the financing of the studies of your children.

Occupational pensions

We offer customised pension schemes best-suited to the employee structure and to the company culture.

Further, we offer tax-optimised pension schemes for company excutives, which cover disability & death as well as special solutions for the payment of bonuses and severance packages in Germany, which do not appear under provisions in the balance sheet.

Corporate Health Management

In the last few years Corporate Health Management has played an increasing role in human resource management.

Essentially it comes to customised health insurance plans for employees as well as special measures and programs designed to reduce work absences and stress.

Corporate Succession Planning

We accompany you with our partners in the design and implementation of the generational change.

This can be finding a new partner, an IPO, implementing a management buyout (MBO) or buy-in (MBI), the creation of a foundation or the sale of the company.

Early Retirement/Sabbatical Leave

Time value accounts allow employees in Germany to save money for such situations.

They are a long-term offer on a voluntary basis from the company to the employees and are extremely advantageous to both, to the same extent.

In addition, we provide strategic advice and support to German and international trade and services companies, which want to achieve and maintain competitive advantage.

International Strategic Consulting


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