"When it comes to wealth, you need an all-round good feeling of security and trust for you and your loved ones. That's exactly what we are here for."

Assets

We always take a holistic view of your assets. Only in this way can you get a clear view of your financial future. We not only plan the development and distribution of your assets, but also accompany you in every life situation. Also in discussions with banks, notaries, lawyers, tax advisors and insurance companies.

We combine human qualities and enthusiasm for your projects with an internationally highly renowned education according to CFP® standard. Your assets also benefit from this. Our strengths:

→ Precise analysis
→ Risk-conscious planning
→ Sustainable structuring and optimisation
→ Targeted safeguarding and passing on

myFred lists your assets at a glance Digital marketing by Flasco

All values with one click

To make it easier for you to keep track, we have programmed our own financial app myFRED. With it, we make all your assets tangible in logical dashboards and diagrams: Income, cash values, securities, real estate, participations, insurance, taxes, returns, expenses, credits, loans, liabilities, etc.

International CFP® Standards

Managing your assets requires a wealth of measures. We are guided by the rules for CFP® (Certified Financial Planner).
Here is a selection of these rules:

Detailed data collection and determination of the entire financial and asset situation
Short-, medium- and long-term financial planning of the jointly developed targets
Deviation analysis for alternative recommendations for action
Strategic asset structuring, taking into account liquidity, pension and risk aspects
Continuous updating of the financial planning according to the client's request or according to the regular updating order (taking into account changes in personal circumstances as well as changes in the situation on the financial markets, macroeconomic developments and tax regulations).
Financial planning even in economically difficult situations (liquidity squeezes, restructuring)
Development of a wealth succession concept with alternative courses of action
Support in the implementation of the succession concept
Compliance with the provisions of the Wirtschaftstreuhand-berufsgesetz (WTBG) and the Rechtsanwaltsordnung (RAO), if applicable, in coordination with the client's tax and legal advisors