weiss group

Aligning personal finances with your long term goals

Wealth Planning
Wealth Planning

Once your assets are protected and all other financial matters have been sorted out and taken care of, we will assist you on the final objective to reach financial independence.

Long-term financial planning

Wealth planning is based on solid financial planning and serves to align personal finances with your goals in the long term. We help you build and structure your assets by developing a tailor-made strategy that suits your needs and exactly matches your investor profile and your individual possibilities. In addition, other integral topics such as tax optimization, wealth preservation after retirement, marital property and inheritance laws are taken into account.

Advisory topics

We advise and support our clients on the following topics, among others:

  • Needs analysis
  • Suitability and appropriateness testing
  • Asset position assessment
  • Asset strategy development
  • Asset strategy execution and monitoring