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Private Clients

overview services

Financial advice for all phases of life

Do you need an independent partner you can trust for your administrative, financial and tax concerns?

With our services, we support you and your dependents in all financial and tax matters in the various phases of your life. We also assist you in the creation and implementation of a professional strategy and a structured plan for the transfer of assets to the next generation.

Our Services

Tax Consultancy

Exploit your optimization potential and reduce your tax burden. From preparing your tax return to complex issues – we review your tax situation, submit optimization proposals and support you in implementing them.


Preparation of tax returns
Support and representation in all tax matters
Examination of projects for their tax consequences
Analysis and advice on tax optimization
Development of optimization proposals
Medium and long-term tax planning

Financial Planning

With financial planning, you can optimally master the financial challenges in every stage of your life. Financial planning matches your income and expenses, assets, tax burden and pension situation to your needs.


Analysis of your individual situation
Wealth and financial planning
Retirement planning
Liquidity planning
Tax planning
Real estate and financing consulting
Succession planning

Estate Planning

Ensure today with an estate plan that your assets will be passed on in the way you wish. And make sure that your wishes are completely respected even if you can no longer express them.


Estate consulting
Drafting and review of contracts under matrimonial and inheritance law
Development and implementation of strategies for the transfer of assets
Execution of wills
Partition of inheritance
Representation of heirs
do you need support?


Call us, write us an e-mail or use the form to contact us. We look forward to receiving your message.