Pension capital deserves the same strategic attention as your privately held assets. We manage your vested benefits, support you through the transition from occupational pension provision to a private asset structure, and help ensure that your capital reaches its full potential both during and after payout.

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Active vested benefits management: Instead of low-yielding cash solutions, we offer you return-oriented management of your vested benefits assets – tailored to your investment horizon and risk profile.
Strategic advice on capital withdrawals: With the support of proven experts, we guide you through the complex decision between a pension and capital withdrawal and develop an individual investment concept for your retirement.
Tax-optimized payout concepts: Forward-looking planning of capital withdrawals in collaboration with our network of experts optimizes your tax burden, which contributes to the long-term preservation of your retirement assets.
Seamless integration into your overall assets: We do not view pension funds in isolation, but rather as an integral part of your overall asset structure for a coherent investment strategy.

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A personal consultation often serves as the most effective means to achieve clarity. We actively listen, comprehend your specific situation, and present transparent solutions.

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Pension Planning & Solutions

Asset Management

Investment Advisory

Wealth Management and Family Office Services

Investment Products

Get in touch for a personal exchange.