Tailored services for your community’s needs. Be it presentations, key-note talks, podcasts, articles, IG Lives, welcome-to-Germany boxes, or a meet-and-greet – together with you we craft formats that add value to your community. Send us a request today.
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Your family’s financial security and wealth building are our top priority. Be it that your partner and you are getting more serious, that you just got married, or that the family is growing, we got you. With our help, you will prevent existential risks, create generational wealth, and profit from all statutory benefits in the best possible way. Experience our financial planning for families today.

In order to find the best mortgage for your purchase, we guide you away from the loops and holes and towards a customized solution compatible with your financial goals. And for those who want to diversify their portfolio while maximizing their tax savings, our portfolio of rental properties is client-exclusive, Germany-wide. So that you can enjoy the investment returns without playing custodian. Book your session here.

For company owners and HR personnel – we help you provide company pension and health care for your team. We walk you through every step towards granting better employer benefits. Be it that you are an expat founder or that you have expat employees, we got you. Send a request for a corporate presentation here.

Germany is a country of insurance – and for good reason! Most existential risks need to be insured privately. However, as an expat, navigating the German insurance field can be challenging. Knowing how to cover exactly what is needed, while keeping it to a minimum is our expertise. We keep it hassle-free and take care of the details so that you can sit back and relax, worry-free. Start planning today.

With inflation, money that’s not invested is burning – daily. And you are also paying the banks to keep your money. Be it that you find it daunting or exciting, our expat-experts will walk you through and construct a diversified portfolio of market-dependent and independent assets to get your money to work for you. With our help, your money will work for you in line with your preferences and beliefs. Start investing here.

Building wealth means a greater need for clarity and strategy. More often than not, stretching across generations. Our planning and advice provide geographically flexible concepts for your entire family and help you optimally allocate your assets in Germany. Additionally, our partnerships provide tax and legal advice for everything beyond financial planning. Receive advice here.

If you have your assets here and there but are wondering how to improve your strategy to get to your goals faster, or whether you can get even more out of what you have, as well as whether there’s any opportunity unknown to you – then you’ve come to the right place. We help you downscale, upscale, and/or secure your assets following your personal goals. Let the optimization begin!

Life’s an adventure. But what about your retirement?