Expertise

Where I take responsibility.

Six disciplines, one ambition: to order your financial architecture so it carries across generations.

Comprehensive Financial Advisory

Real estate, financing, insurance and investments — considered holistically, carefully aligned and continuously managed.

Asset Protection & Corporate Structures

Wealth protection through intelligent structures: internationally with a tax burden of down to 0%, in Germany with income tax reduced to as low as 15%.

Active Capital Management

Fully automated trading strategies in equity and currency markets — with target returns of 12% to 30% net per year.

Estate Planning & Provision

A clear exit strategy and retirement planning. Capacity to act through powers of attorney, medical self-determination via living wills, financial stability in the event of care needs, and legally sound succession.

Risk Management

Health insurance, occupational disability, long-term care and death benefit protection — plus everything around house and home. So the foundation holds before you build.

Classic Wealth Building

International (fund) portfolios, investment properties including financing, start-ups, pre-IPOs, closed-end participations, precious metals, rare earths, diamonds and art.