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Wealth planning

Reach your goals with skilful investment planning.


With real estate we are usually handling large amounts of money. Initial mistakes can quickly lead to significant financial and tax disadvantages. That is why it is important to think about the objectives and basic ways of building wealth as early as possible.

As with any private wealth planning, for real estate especially a strategic investment plan with certain parameters can be evolved from the objective, from an individual time-frame and personal level of risk tolerance. We are here to assist you in working out your personal plan and discuss the necessary revolving framework parameters (investment volume, return parameters, etc.) as well as measures to implement the plan. Depending on your personal horizon of experience and objectives, these can be very rough steps or finely timed investment measures.