3
Generations family business
50Years of proven experience in managing wealth
19742024
Wealth Management
Experienced
independent
innovative
We provide superior Wealth Management and Family Office services to wealthy families and individuals.
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With nearly 50 years and three generations of experience, we have acquired a unique understanding of managing wealth and have developed a dynamic approach divided into three stages.
1
Planning
Defining a wealth management strategy suitable to your needs and goals
2
Implementing
Choosing the suitable financial institutions, investment managers and other service providers
3
Our services
Monitoring
Monitoring all service providers and providing an ongoing overview of your wealth