WHAT WE CAN DO

Risk management and assurance

wealth management

This area is relatively broad. We are not only focused on asset growth, but we also deal a lot with asset protection. We know how hard it is to build something and how quickly it can be lost.

For example, the following topics fall into this area:

We deal with inheritance, or your death. We deal with possible dissolution of the assets, appropriate arrangements for their preservation and for ensuring the functioning of the family. We discuss the running of the business, its fungibility and its continuation. In addition to practical matters, we also address relationships, which often play a major role in the solution.

We deal with the crisis plan. This gives clear instructions on what to do with a number of things after your death or in the event of a coma. For example, it clarifies what debts you have that no one knows about, where the keys to investment apartments are, contacts for tenants, security deposits, where various contracts can be found, and many other things. A crisis plan addresses things that few people in your circle know about.

We deal with insurance. Its concept and whether we need it. So we go risk by risk and we analyze, calculate, and evaluate how to approach them and what to secure through insurance companies. And what we can handle on our own.

WHAT WE CAN DO

THE AREAS OF FINANCIAL ADVISORY THAT WE DEAL WITH

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