Private Clients

To be in good hands – we care for you

You are the main actor. We focus on your needs, your personal situation and your future prospects. Together with you, we elaborate tailor-made solutions for you regarding taxes, retirement planning and legal issues. 

Our qualified specialists with many years of experience will consult you personally and holistically.

Our services for you

  •  Tax consulting and tax optimization 
  • Annual tax returns, control of tax assessments and tax invoices
  • Overview on your financial situation and budget
  • Long-term planning of development of income and wealth
  • Consulting on retirement planning / planning the transition from work life to pension
  • Consulting of private individuals on questions on assets, salary and social security
  • Consulting in connection with property and inheritance regime (e.g. testamentary contract, last will, donations and execution of wills)
  • Support in drawing up an advance disposition and living will 
  • Consulting related to succession planning 
  • Support in administrative work (handling mail, payments, correspondence with banks, insurance companies, authorities etc.)
  • Real estate consulting – from acquisition to sale
  • Family office services