Your personal, dedicated advisors.
Our ‘wealth managers’ are the personal advisors of your family. They know what you want to achieve with your wealth. You can rely on their experience and perhaps you will have asked yourself: “How do other families achieve this?” Our wealth managers will bring financial institutions and your other advisors together.
As your experienced and trusted advisor we will assist you in all your financial affairs. Signaling and coordination, for example in legal and tax issues, are fixed components of our integral approach. If needed they are also able to assist you with your charity and cultural projects.
Box Consultants can also act as your committed partner in formulating and implementing estate planning and education the next generation.