We leave nothing to chance!
Our private finance planning guarantees a considerate and integrated consultation based on your wishes and expectations. We verify your insurance cover,
just as we develop recommendations for a reasonable assets and liabilities structure, advice on succession regulations and testaments, and formulate
power of attorney carefully.
Our basic services:
- Risk analysis (insurances)
- Statement of assets and liabilities (§18 KWG)
- Consultation on financing
Added value to you:
- Advice on retirement provisions
- The private finance plan