We advise you on questions regarding the structuring of your assets: liquidity, bonds, stocks, properties/real estate etc. We investigate your risk capacity and risk tendency and discuss how to structure your assets regarding your age, tax aspects as well as your personal risk capacity and tendency.

Irrespective of how far or close to retirement you are, the question on how to structure your assets is especially important regardin

  • Investment objectives and costs
  • Liquidity
  • Individual security 

Additionally, aspects of risk differentiation as well as questions on taxes and fees over time have to be considered.