Evaluation of the investment guidelines

EVALUATION OF THE INVESTMENT GUIDELINES

Laurenz Czempiel I Managing Partner

Our first-class consulting services include an in-depth evaluation of your investment guidelines in order to derive disciplined investment strategies. From the precise definition of investment objectives and limits to the integration of provisions relevant to the articles of association and the clear regulation of responsibilities and comprehensive reporting. Rely on our expertise to achieve your financial goals while preserving values and traditions.

Our services

Focus on wishes and goals:
Our experts take the time to understand and discuss your specific wishes and objectives. In the case of family foundations, we place particular emphasis on the formation of human capital in various dimensions. One focus is on developing a deep understanding of the processes of a complex family office in order to best meet your requirements.
Harmonization of values and investment guidelines:
We support foundations in consolidating their values and fulfilling the common foundation objective. We make sure that your values correspond to the investment guidelines. Through our support, we strengthen the identity of your foundation and promote the long-term fulfillment of your mission.
Evaluation of investment guidelines and disciplined investment strategies:
Our team of experts will carry out a thorough evaluation of your investment guidelines in order to derive disciplined investment strategies. We focus on developing clear and well thought-out investment strategies, including the optimal asset allocation to different asset classes such as equities, bonds, real estate and liquidity. Our aim is to ensure long-term financial stability and growth for your assets