Managing and developing values created over generations is no easy task. Wealthy people have to deal with topics such as farsighted planning, specific investments, managing risks and cash flows, and tax issues. Our questionnaire tells you how well you are already positioned in these areas.
Your answers suggest that you could be in a much better position to manage your assets. We would be happy to show you what professional management of wealth means to us: product-independent, neutral and objective.
Your answers suggest that you could be in a much better position to manage your assets. We would be happy to show you what professional management of wealth means to us: product-independent, neutral and objective.
Your answers suggest that the management of your assets could be in a better position. We would be happy to show you what professional management of wealth means to us: product-independent, neutral and objective.
Your answers suggest that the management of your assets could be in a better position. We would be happy to show you what professional management of wealth means to us: product-independent, neutral and objective.
Your answers suggest that you are already well positioned to answer all questions about your assets. If you are nevertheless interested in finding out whether improvements can be made, please contact us.
Your answers suggest that you are already well positioned to answer all questions about your assets. If you are nevertheless interested in finding out whether improvements can be made, please contact us.
Investments
1. Have you defined your long-term investment goals?
2. Do you regularly verify your long-term investment objectives?
3. Do you know what return must be generated in order to achieve your long-term goals?
4. Do you regularly evaluate success using standard methods?
5. Are you well prepared for the future challenges on the capital market?
6. Do you review your investment managers regularly, objectively and according to uniform criteria?
Risk management
1. Do you also feel financially well positioned for times of crisis?
2. Are your assets broadly diversified (liquid and alternative investments)?
3. Have you arranged and documented your succession in writing?
4. Do your successors know your plans and what your goals are?
5. Is your family adequately protected and prepared if something should happen to you?
6. Do you know your main risks and have you adequately covered them?
Cash-flow management and taxes
1. Do you know exactly how much capital is needed to maintain your current standard of living?
2. Is the financing of your expenditure secured in the long term?
3. Do you feel well prepared for an event such as a company sale, inheritance or retirement?
4. Do you understand the tax implications of all your investments and assets?
Organisation and planning
1. Are your financial affairs well organised so that you can always keep an eye on important details?
2. Do you have secure access to all relevant documents, such as reports, contracts, wills, etc., at any time, worldwide?
3. Do you have a continuous, up-to-date overview of your entire asset structure at the touch of a button?
4. Are you sure that all your costs are in line with the market?
5. Does each family member know his or her talents and can they be put to the best possible use for family needs?
6. Do you have a competent advisor who can give you objective and independent advice on all the above points?
