Wealth preservation is not comparable with wealth management. The goal of wealth preservation is to structure and organize a certain part of wealth in such a way, that it can serve a specific purpose over the long run - and in many cases over several generations. From our long-term experience the below chart evolved. It highlights the approach we take.
We assist people in giving their wealth and values a future. In doing so, we focus on comprehensive solutions tailored precisely to the individual needs. We take up a circumspect view and illuminate details that have an influence on wealth, but too often get simply overlooked. We take into acccount the owner's very individual life circumstances, identify and analyze the internal risks and external threats and make them visible and comprehensible.
Our approach enables a client to frame the long-term goals for his or her wealth and provides a basis for sound decisions and for structuring that fortune through the use of appropriate legal instruments.