Wealth planning
Your wealth, invested with foresight.
Individual. Global. Long-term. Not an off-the-shelf product - but a personal wealth plan.
- 3
- Investment horizons – short-term, medium-term, long-term
- 44.000+
- Investment funds and ETFs – freely selectable
- 100 %
- Cost transparency – every fee disclosed in full
Independent
Our recommendations are based solely on your interests and goals.
Well diversified
Global diversification across asset classes, regions and sectors.
Cost-efficient
Efficient costs – because lower costs mean greater wealth over the long term.
Disciplined
Designed for decades – not for the next stock market hype.
Investment horizons
Your goals determine the strategy.
Every goal needs the right time horizon. Together, we develop a wealth plan that sensibly combines liquidity, flexibility and long-term wealth accumulation.
- Short term (1–12 months): Liquidity for near-term goals
- Medium term (5–7 years): For goals that will become reality in the coming years
- Long term (from 10 years): For sustainable wealth accumulation and financial freedom
Tax-efficient investing
More of your money. More for your life.
Every euro that remains invested continues working towards your goals and dreams. With tax-optimised wealth planning, more capital can remain invested - and over the long term, that is precisely where the decisive advantage lies.
- Make optimal long-term use of the compound interest effect
- Make sensible use of tax advantages
- Individually tailored to your wealth plan
For your children’s future
When children are small, we give them roots; when they are grown, we give them wings.
So that your children can spread their wings later in life, we lay the financial foundations today. After all, even our little ones have big dreams – with the right wealth plan, we give them the tailwind they need for their future.
- For a driving licence or their first car
- For university, vocational training or a year abroad
- For their first flat
- Tax-optimised and flexibly adaptable on request.
Good decisions do not happen by chance
Before we talk about investments, we talk about your goals. Because only those who know where they want to go can make the right decisions. On this basis, we develop a wealth plan aligned with your objectives.
Independent, transparent and solely in your interest. No in-house products. No hidden commissions. No conflicts of interest.
What you can expect from us
- A personal wealth plan
- Broadly diversified portfolios
- Regular adjustment to your life circumstances
- Full cost transparency
Investments carry risks. The value of your investment may fluctuate; past performance is not a reliable indicator of future results.
How we work.
- 01
Initial consultation
We listen: to your goals, your wishes and your current situation.
- 02
Analysis & wealth plan
We analyse your starting point and develop your bespoke wealth plan.
- 03
Implementation
We implement your wealth plan together in a transparent and comprehensible way.
- 04
Long-term support
We support you over the long term and adjust your planning when your life situation changes.
A tailored wealth plan begins with your goals.
Frequently asked questions.
From what level of wealth does advice make sense?
There is no fixed minimum. What matters is not the size of your wealth, but your desire to have your money working in a considered, long-term way. In a free initial consultation, we will explore together how we can best support you.
How do you earn your money?
Our remuneration is transparent and easy to understand. Before every decision, you will know exactly what costs will be incurred - open, fair and with no hidden fees.
Do I have to close my existing investment accounts?
No. We first analyse your existing investments. Much of it can be sensibly integrated into your wealth plan. Only where there are clear reasons - such as high costs or unnecessary risks - do we recommend making a change.
Your first step
Let’s talk about your goals.
Before money is invested, it needs a plan. After all, everyone has different goals.