Sleep well thanks to sophisticated future planning: Your private wealth succession
Are you one of those people who definitely want to arrange your asset succession at an early stage, but do not know how to proceed? We will be happy to support you! Step by step - from your very individual discovery phase to the identification of important fields of action.
Create a basis for decision-making with our holistic wealth concept and learn about your options for action. You can also benefit from our broad internal and external network of experts who will provide you with competent support in implementing your personal wealth succession.
Note: Our advice does not include legal and tax advice.
Your contact persons
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Stefan Friedel
Private Investors | Portfolio and generation management
Phone: +49 (0) 531 487-7627
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Bastian Huebschmann
Private Investors | Portfolio and generation management
Phone: +49 (0) 531 487-7642
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Dietlind Maßmann
Private Investors | Portfolio and generation management
Phone: +49 (0) 531 487-7662
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Jörg Plesse
Private Investors | Portfolio and generation management
Phone: +49 (0) 531 487-7626