Our clients include wealthy private individuals, family offices, entrepreneurs, family businesses and companies from Switzerland, Europe and abroad.

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We serve our clients directly on site in Küsnacht and Zurich.

We advise and accompany you in the areas of wealth management, wealth analysis, real assets and all related topics.

The team of experts creates customized solutions tailored to your individual needs and goals. We understand that every customer is different and that there is no one-size-fits-all solution that works for everyone. That's why we do everything we can to ensure you get the best possible results by taking your needs and goals into account.