CLIENTS OF INDEPENDENT MEANS

When your time as a member of the workforce comes to an end, your focuses in life may change. Financially, the focus is more on maintaining wealth and the timely involvement of subsequent generations. Looking across generations and a dialogue with the asset holders have always been a core part of our advising philosophy.

You worked hard to build up your assets and invested plenty of time and energy. Now it is time for your efforts to bear fruit, allowing you to enjoy the freedom this provides. To do so, you have to be able to entrust the management of your assets to experienced and skilled hands. Let us be a part of your team – working in close concert with our clients’ tax advisers, accountants, legal consultants, and real estate managers is a matter of course for us when it comes to complex asset structures.

In times of political unrest, maintaining the true value of assets after expenses, taxes, and inflation is a challenge. Together with you, we will develop a concept for the portion of your liquid assets that you entrust us with, a suitable strategy to achieve your objectives – with you as the decision maker or in an asset management model for which you provide the strategic framework.