Shaping the future. Creating value.
Private individuals
Consulting for private individuals – you can trust us
You have a successful career and have accumulated assets. We’ll help you maintain and manage this wealth creation, and of course increase your invested capital.
You should additionally think about passing your assets on to the next generation, and initiate this early on.
Our consulting naturally also includes preparing your income tax returns and asset status, should you desire this.
What we can do for you
We will be glad to prepare your income tax return for you. Work with us to optimise your tax burden. We’ll analyse your tax documents for you and find solutions to reduce your tax burden.
You have a successful career and have accumulated assets. We’ll help you maintain and manage this wealth creation, and of course increase your invested capital. You should additionally think about passing your assets on to the next generation, and initiate this early on. We also take care of managing your real-estate assets.
We assist you with your decision-making by providing simulated plans. And as trustees, we manage foreign monies and assets in accordance with our own strict security criteria.
We know that our trustee work involves managing foreign monies and assets, and act in keeping with commercial duties of care.
Monitoring the allocation of monies invested by clients, and promptly preparing the accounts for these, takes top priority among our trustee tasks. To achieve the success sought by our clients, we thus work in accordance with our own strict security criteria, meticulously complying with special client requests or binding instructions for collaborating partners.
We draft personalised matrimonial contracts for you, so that agreements made between spouses are established in writing and have legal status. Your specifications determine how the contract is prepared. The draftings are assessed and – if possible – adjusted in terms of tax.
It is important to draft your own will early on. We prepare one for you that matches your requests and needs, so that inheritance matters are clearly laid out and any discrepancies avoided. We draft inheritance contracts corresponding to your individual needs and wishes, never limiting ourselves purely to legal implementation, but also working with you at personal consultations to devise a comprehensive succession plan. Only after this do we proceed to converting this plan into the necessary contracts for you, optimised for tax.