- ABOUT US
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We help passing financial and ethical values on to new generations
Unbiased, we provide custom-made solutions that perfectly meet our clients’ needs. No crystal balls, no experiments. Diversification and long-term commitment are the underlying rules of our work. We are paid solely by our clients. Our fees are transparent. We avoid any conflict of interest. All interaction takes place directly between the clients and the company’s partners. We do not try to sell what’s currently in stock.
Our team consists of specialists in succesion planning, asset administration and investment strategies, carefully chosen for their professional expertise as well as their qualities as a person. A common aim is not all that matters – the paths we take to reach it are just as important. Our standards are equally high on both fronts.
Preserving their legacy in the form of ethical values – that is the vision we share with our clients. Our mission is the renaissance of entrepreneurial dynasties.