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.
Comprehensive SME solution
Advisory and networking service for SMEs, with solution-oriented support and added value through the partner network.
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