Plan your Future, Shape Wealth
Private Markets
Investments in private markets, including private equity and private debt, can present an exceptional opportunity - while accepting certain risks - to build wealth over the long term while reducing portfolio volatility. This asset class, heavily utilized by endowment funds of top US universities and pension funds, provides access to exclusive investments not available in public markets. For our wealthy clients with the ability to take risks, this strategy is gaining importance due to its potential to deliver above-average long-term returns. Careful selection of managers, with attention to cost structures, is essential to maximizing these opportunities.
Learn how you can benefit from the opportunities of private markets:
Real Estate
Real estate serves as a stable cornerstone in a long-term wealth portfolio and often represents a significant asset for our clients. In collaboration with a highly esteemed industry expert, who has spent decades building and managing a substantial real estate portfolio for a German-speaking billionaire family, we offer our expertise to support your real estate strategy globally. Leverage this exceptional experience in identifying, evaluating, managing, and financing your properties.
Entrepreneurs
As an entrepreneur, you are a strategist who has often passionately dedicated yourself to your field — we understand this deeply!
We offer to support you as an independent partner across a wide range of topics. Our experience shows that there is often a delicate balance between entrepreneurship, family, and personal finances.
In collaboration with external experts we assist you with tailored solutions in areas such as:
With decades of experience advising entrepreneurial families, we have cultivated a strong and reliable network of experts, which we are pleased to make available to you!
Corporate Advisory
We are ready to connect you with our extensive network of experts, consultants, and banking partners to tackle your entrepreneurial challenges as the owner of a medium-sized company (SME). You benefit from our deep understanding of the specific strengths of external partners, and we are committed to guiding you as an independent partner throughout your project. Our expertise spans a wide range of areas, including M&A transactions, financing and capital raising, restructuring and turnaround management, and corporate governance.