Advice and guidance for senior citizens

Advice and guidance for senior citizens

We assist senior citizens in the management of their financial assets and paperwork:

  • Financial assets
  • Living environment & real estate
  • Tax matters and inheritance planning
  • Administrative management

With more than 20 years of experience we provide trustworthy support in the comfort of your home taking into account your every need. Your comfort and peace of mind are key to us.

Mission & Values

Is the follow-up of your financial and administrative tasks getting too much to handle for you? Is the follow-up of your property management and administration becoming too complicated?

This follow-up is time-consuming, requires some knowledge and a certain expertise. You don't have a network that can help you. You need the help of someone you can trust to give you independent advice.

We will gladly give you peace of mind

  • By listening attentively to your questions, concerns and needs.
  • By creating clarity and explaining everything.
  • By guiding you in your decisions and the implementation of practical solutions.

Our collaboration is supported by 3 fundamental values:

Confidentiality

  • We undertake to maintain the utmost confidentiality with regard to our collaboration.
  • If you want we can share certain information with your children or heirs. You define the conditions of this communication and they are regularly discussed.

Reliability

  • We like to do a good job. We offer you our more than 20 years of experience in wealth management, a topic that is subject to constant change. Continuous further training allows us to guarantee the extent and quality of our knowledge.
  • Wealth management covers a wide range of subjects. To meet your needs quickly and efficiently, we work with a large network of specialists with whom we work closely.

Care

  • Listening and paying attention is the foundation of our approach. A passion for people and the desire to help seniors who have to take steps which seem insurmountable, led us to choose this profession.
  • This care forms the essence in the transparency and the trust that our customers continue to show.