Before making any decisions as to your future wealth management strategy, it is important to make an overall assessment of the adequacy of your existing approach to the management of your family’s wealth.
Is the overall allocation of your portfolio in alignment with your values? Does your current wealth management strategy correspond with your future risk/return expectations? Does it meet your need for both security and liquidity? Are the legal structures both internationally compliant and tax-optimized? Will your current wealth management strategy meet your desire to secure the next generation?
We start a dialogue with you by addressing these and other questions you may have, integrating the overall management of your liquid assets within a financial planning and liability management framework.
Kaiser Ritter Partner
Privatbank AG
Herrengasse 23, 9490 Vaduz
Principality of Liechtenstein
Phone +423 237 80 00
Fax +423 237 80 01