Our Values

As an owner-managed company, we have clear values:


Our independence puts you in the centre of our actions.

Alignment of Interests

We are remunerated by the families only through the previously agreed fees. Its transparent and simple. We are not paid by any manager, service provider or financial firm.


We uphold your interests objectively and reliably. Your trust obliges us to act with discretion and to take matters seriously.


Many years of expertise and relevant work experience allows us to be efficient, informed and analytic. We apply a holistic approach. We communicate clearly, openly and honestly.


It is our conviction to implement sustainable solutions for you. Here we take the time to really listen to you.