As a family, security, asset accumulation, retirement and generational transfer are at the center of your financial planning. We understand the greatt responsibility you have for your loved ones and offer tailor-made solutions to support and protect your family in the long term. From choosing the right protection, planning your retirement to designing a wealth strategy that will benefit your children and grandchildren, we will support you with our expertise, understanding and commitment. Because we know that your family is the heart of your life. Your family deserves to be financially secure, no matter what the future holds.
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>1500 customers
who trust us with their assets.
Multi-Asset
Various asset classes.
30 years on the market
managing assets.
Social commitment
Corporate social responsibility means education and a future for young people for us.
Munich
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