Corporate succession: giving your life’s work a future
For decades, Kurt R.’s life revolved around his company. Now he wants to take time for himself and his wife Simona. First, however, he must find a solution for his succession.
Wealth Way
Our advisory approach to your financial serenity.
Set goals in life
Together we find out what your short- and long-term goals are in life.
Work out a plan
We structure your wealth and draw up an individual plan along the three strategies of liquidity, longevity and legacy.
Carry out a “check-up”
We make sure you are still on track once a year or if any major changes occur in your life.
