Extraordinary times require an extraordinary commitment!
- Analysis of the current situation and evaluation: The current financial circumstances and living conditions of the client are analyzed and the risk attitude and the objectives are determined. The financial and tax situation is checked!
- Development of various strategies: Various wealth planning strategies are developed. The individual strategies are played out taking into account various scenarios, such as the sale of a company, divorce or inheritance tax aspects. In the private sector, the "withholding tax" is analyzed.
- Client's decision on a strategy.
- Planning the implementation of the strategy: A detailed schedule for the individual activities (schedule) must be drawn up for the implementation of the strategy.
- Successive implementation and risk limitation.