The purpose of the company includes providing asset planning and consulting services to individuals, families, groups, companies, and organizations, as well as related consulting, brokering, and representation in economic, organizational, entrepreneurial, and strategic matters. Core services may include financial and asset planning, investment advice, risk management, insurance advice, estate and succession planning, trust and trust structuring, support for philanthropy and governance, and other professional consulting activities. In addition, the company can provide non-financial services to wealthy clients and families, such as personalized lifestyle management, medical coordination, security planning, private education and family governance, support by executive assistants, relocation and visa logistics, customized travel arrangements, and administration of philanthropic activities, as far as this is appropriate to promote the company's purpose. Excluded from the company's purpose are transactions that require a special legal license on the domestic market. The company may carry out such activities directly or through participation in or with other companies at home or abroad and conduct all lawful business or transactions that are related to or promote the aforementioned activities, including cross-border activities and the establishment of branches or subsidiaries in accordance with the applicable laws and regulations.
Outbound Leads by COHAGA