Asset optimization starts with a detailed risk analysis
When did you last compile an asset status?
Are you aware of your overall situation?
Is this the correct comilation for the future?
Together with you we will define an adequate risk profile under consideration of your individual life's plan. As a matter of course, we will be pleased to include your personal advisors.
"What would have happenend, if one month ago your life's circumstances would have changed dramatically?" "Would your loved ones be secured and provided for?" "Or what would have happened, if you had received an considerable inheritence?" these are only a few of the questions, that we will address to you.
In order that you can be worry-free, we will ask you the right questions. Inquiries to your current financial and family-orientated situation, your future plans and liquidity requirements.
We reflect your financial and family situation, your life circumstances, future plans and liquidity requirements. In order to understand your concerns in their entirety, we will take time for you. That is why the extensive dialogue with you is very important to us. This is the only way, that an asset management can be implemented in an optimised method.