Our services

As your representative and investment specialist, we are your loyal stakeholder and contact for all issues relating to the preservation, protection, and transfer of your assets. We advise you in close collaboration with specialists from our network or the networks of our clients and can provide access to carefully selected, solid investments that meet your requirements. Based on your requirements and wishes, we develop – together with your consultants – a detailed solution concept and coordinate its implementation. We act solely in your interest as your loyal advisor, coordinator, and central contact for your or our German or Canadian expert network (banks, wealth managers, notaries, tax consultants and lawyers) and aim to achieve for you the best possible solution in terms of return and costs.