Not only since the Corona crisis have the assets of wealthy private investors or entrepreneurs been threatened by low interest rates and inflation, risky financial products and also expropriation tendencies of the state and rising taxes.
Rising over-indebtedness, a weakening economy and an ageing society do not bode well for the future. Much more important for people with high 6-digit net assets and more in the later phase of asset accumulation is then the topic of asset protection.
This requires product-independent and clear advice regarding the risks and possible effects on assets, as well as the development of a very individual asset protection strategy.
In order to avoid high inheritance and gift taxes and to avoid disputes and family unhappiness, a strategy should also be formulated and implemented in good time and during one’s lifetime in the area of asset transfer.
In this area, you naturally benefit from our know-how as a state-licensed fee-based investment advisor as well as our certification as a foundation advisor and our excellent network.
What are the benefits for you?
What is the procedure?