The sole proprietorship aims to provide and broker services in the field of financial planning and strategic consulting for SMEs and private individuals. This includes consulting, coaching, and training in the areas of finance, taxes, real estate, financing, pension planning, provision and wealth management, accounting and controlling, business succession, structuring of marital property, inheritance law, and estate planning. In addition, the management of bookkeeping and family office services that are not subject to banking or stock exchange laws. The sole proprietorship may establish branches and subsidiaries domestically and abroad and may participate in other companies domestically and abroad, as well as conduct all business and trade that is directly or indirectly related to its purpose. The sole proprietorship may acquire, encumber, dispose of, and manage real estate domestically and abroad. It may also arrange financing for its own or third-party account, as well as provide guarantees and sureties for subsidiaries and third parties.
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