Creating value-added: Wealth Planning by Chefinvest
Our core competencies: Wealth Planning and advice, taking into account the overall tax situation. We provide tax advice as a stand-alone service or integrated into the Wealth Planning process.
In short: successful, interdisciplinary asset management and tax advisory expertise from a single source.
Working principle: solution-oriented approach based on professional and ethical principles, combined with transparency and honesty. These factors continue to be indispensable – notwithstanding our long-standing experience and state-of-the-art analysis techniques.
Customer benefits: our pragmatic approach paired with detailed knowledge enables us to negotiate with the authorities and financial institutions at eye level.
We see the radical changes in the world financial markets as an opportunity for us and our customers. We can rely on our own resources when we address the growing focus on transparency at a national level, while our network enables us to find cooperation-based solutions at an international level. This allows us to overcome language, legal and tax barriers by means of «B to B communication».