• Comprehensive and independent financial consultancy incl. on-shore and off-shore company foundations • Investment advisory and asset management • Portfolio consulting and elaboration of appraisals and analyses • Real estate and financing consultation • Offering and brokering financing solutions (e.g., mortgages, Lombard loans) • Comprehensive pension advice and planning • Tax consultation for individuals in Switzerland • Follow-up planning, inheritance consultation and will enforcement mandates • Elaboration of insurance (savings) concepts • Assistance in on-shore and off-shore company foundations • Brokering third-party services (e.g., real estate, tax and legal consultation)