Sustainability and Individuality – Step by Step
Multidimensional strategic approach
Wealth planning involves far-reaching and all-embracing areas of interest. Our declared aim is the step by step development of each individual component according to its own dictates while at the same time keeping an eye on the overall picture.
In our view, successful wealth planning means exploiting the extensive possibilities of wealth planning to the customer's advantage – not in a single thrust, but dynamically.
Strategic planning & organisation
We are there to assist individuals and legal entities in the areas of finance and investment. Against this backdrop we also offer consultancy to our customers in the conflicting fields of Family, Ownership and Management, helping them to establish, coordinate and reorganise foundation-related structures.
Our experts have a vast experience in setting up adequate control structures.
To these ends, Chefinvest International also includes the following services:
- Asset structuring and protection
- Asset transfer and succession planning
- Support in the development of internal control and risk management systems
- Safeguarding & mapping of aspects relevant to controlling
- Safeguarding & management of adequate reporting structures
- Family governance consultancy & professional support
- Administrative bodies (Board of Directors, Management, Foundation Board, etc.)