STRATEGY

• Strategic asset planning combined with a long-term cash-flow planning;
• Real estate management, particularly analysis and strategic investment planning;
• Budget planning as well as risk and scenario analyses;
• Developing an international and diverse asset allocation;
  
• Common workshops about asset strategies for the entire family;
  
• Developing a family strategy including a reasonable succession planning and emergency plan;
  
• Support for the establishment and subsequent administration of foundations;
• Consulting and support in the field of international diversification and relocation.
  

 

CONTROLLING

• Asset consolidation, analysis and recognition of risk potentials;
  
• Asset controlling and reporting with a transparent outline of the total asset growth;
  
• Financial accounting;
• Handling and supervising all investments (real estate, shares etc.).
  

PROVIDING SUPPORT FOR TRANSACTIONS

• Within the scope of the company succession;
  
• Purchase and sale of the company within the framework of a participation strategy;
  
• Purchase and sale of the company within the framework of a real estate portfolio strategy.