Our expertise for discerning customers

We are the specialists for your financial requirements. Create financial flexibility – thanks to our expertise.

For wealthy customers with a private and business background as well as institutional investors, associations, trade unions, organisations and foundations, we offer concepts and recommendations in the areas of investment, real estate financing, strategic asset planning and inheritance and foundation management.

Our special area: Freelance professions

Whether you come to us as a doctor or pharmacist, lawyer or accountant, architect or engineer, we focus on you as a person – both professionally and privately. We take care of all your financial issues and develop coherent concepts depending on your life situation. We support you from a single source, starting with the founding of a practice, through real estate financing and investment, to succession planning and your retirement. For you, this means continuity and reliability. This allows you to focus entirely on your work. Rely on our industry know-how and trust our experienced specialists.

More information can be found in the brochure More time, more knowledge: our expertise for freelancers (german only).

Our services

Investment

Whether you want to make your own investment decisions or prefer professional asset management: we have the right solution for you.

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Real estate financing

With our tailor-made financing solutions, we support you in the purchase and development of investment properties for private and commercial investment projects.

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Financial Planning, Generation Management and Foundation Advice

Building up assets and preserving them sustainably - we find the right strategy for every life situation.

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Practice, professional and investment financing

Whether you are a new founder or joining an existing practice/office: we develop low-interest financing concepts for you.

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