Individual asset strategies according to your wishes

Our goal is to align your assets in the best possible way with your personal wishes and future financial goals. To this end, we develop wealth concepts tailored to your personal needs. You determine the focus of the advice. From liquidity and retirement planning to asset succession planning and execution of wills to the establishment of foundations - we are happy to support you in any topic. 

Our expertise at a glance

  • Advisory competence through certified advisory specialists in the areas of financial planning, succession and foundation management
  • Implementation competence through a broad network of internal and external experts (including product specialists and experts from the legal and tax advisory professions)
  • Diverse networking and cooperation with regional foundations and trust foundations 
  • Professional execution of wills by NORD/LB

Further information