Reliable, competent, neutral
We can rely on a strong network of established partners worldwide.
This provides the basis for independent and provider-neutral advice.
Trust and stability are our guiding principles – and customer satisfaction is our ultimate objective. This is why we provide each individual customer with personal support and look to address their individual needs.
We offer businesses a holistic advisory service. Whether you want to safeguard your assets, grow your business, or arrange cover your employees, we are a partner you can trust.
The management of substantial family fortunes over several generations calls for considerable expertise and tact as well as partnerships built on trust.
Thanks to contacts built up over many years and existing collaborative agreements, we are able to make recommendations regarding family offices and our sound background knowledge of investment segments and markets provides the ideal basis for making decisions.
With brand-neutral and holistic concepts, we look after your private assets, devise insurance solutions, and advise you on how to finance your dreams and ambitions. We aim to build long-standing partnerships built on trust and support you through every stage of your life – with an emphasis on flexibility and avoiding unnecessary complication.
More and more people are working on freelance basis. We offer you tailored and comprehensive solutions suited to your sector and your needs. This means analysing your current personal situation, your prospects, and also your ambitions and desires. Having done so, we devise individual concepts and implement these together with you.
Our concept-driven approach is based on our P&S principles, which we specifically developed from our consultancy work. The idea is to run through the individual phases of life at sensible intervals – starting from scratch each time – with a view to ensuring the best possible advice as people go through life.