The core activity of Advocat Finanz AG is the provision of financial services, particularly in the areas of asset management, investment advice, pension planning, inheritance law and financing. The company provides consulting and support services to private individuals, companies and foundations in the management and development of assets.
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Wealth management advisory for private individuals, entrepreneurs, intermediaries and foundations; interface between wealth issues, legal questions and long-term preservation of assets.
Financing Advisory
Financing advisory for private individuals, companies and foundations; support with financing matters in conjunction with assets, legal issues and other advisory topics.
Legal Advisory
Legal advisory for private individuals, companies, intermediaries and foundations; legal advice at the interface between assets, financing, banking, insurance and tax matters.
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