To be in good hands – we care for you
You are the main actor. We focus on your needs, your personal situation and your future prospects. Together with you, we elaborate tailor-made solutions for you regarding taxes, retirement planning and legal issues.
Our qualified specialists with many years of experience will consult you personally and holistically.
Our services for you
- Tax consulting and tax optimization
- Annual tax returns, control of tax assessments and tax invoices
- Overview on your financial situation and budget
- Long-term planning of development of income and wealth
- Consulting on retirement planning / planning the transition from work life to pension
- Consulting of private individuals on questions on assets, salary and social security
- Consulting in connection with property and inheritance regime (e.g. testamentary contract, last will, donations and execution of wills)
- Support in drawing up an advance disposition and living will
- Consulting related to succession planning
- Support in administrative work (handling mail, payments, correspondence with banks, insurance companies, authorities etc.)
- Real estate consulting – from acquisition to sale
- Family office services