vPz-privileg ag provides wealth and financial planning, investment advice, tax optimisation and family-office services. Its services include financial planning, mortgage and financing advice, succession planning and tailored SME solutions.
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Industry:Family OfficesFinancial Services
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Budget review, retirement planning analysis, goal and time-horizon planning, comparison of renting or buying a home, financing and mortgages, concept, implementation.
Investment advisory
Investment concepts with strategy and diversification, capital build-up, preservation and growth phases, implementation using products from proven partners as well as mortgage solutions.
Succession planning
Advisory on succession in a family and SME environment, including consideration of marriage, property and inheritance law as well as an advance directive.
Tax optimization
Advice on tax optimisation and reducing taxes with a sustainable approach.
Family Office
Wealth and financial advisory for private assets, with comprehensive support within the scope of the core privileges.
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