Wealth Planning
Anyone who has built up significant wealth faces the challenge of strategically securing and efficiently managing it. Our advice helps to invest capital across generations and profitably with manageable risk — whether for yourself, your family or for charitable purposes.
Our focus
- Succession planning & family strategies
Development of customized solutions such as family foundations and holding structures for cross-generational asset protection - International asset relocation
Support in optimizing residency and legally compliant structuring of assets in advantageous jurisdictions - Capital preservation & low-risk investment
Creation of individual strategies with stable and high-yielding investments such as blue chip stocks, funds and real estate
Your advantage: With experience, expertise and a strong partner network, we support you from planning to implementation. Let’s secure your assets for the future together!
Tailor-made wealth planning for your assets

Portfolio Management | Wealth Planning | Bond Structuring | Fund Structuring | Cash Management | Liechtenstein Plus