For the wealthy private investor of today, investing their capital in several countries is second nature. And for good reason: different legal systems and tax structures offer varying opportunities and allow you to diversify your risk. The issue of tax optimisation is also significant in this connection.

Think European
Residential property in Germany, a holiday home in Spain, life insurance in Liechtenstein? Not a problem for our investment consultants. We have an in-depth knowledge of the specific economic characteristics of central Europe, and for several years now we have also had representatives in Eastern Europe. Furthermore, via our parent bank and its representatives on Mallorca we also cover the Balearic Isles.

Inheritance and bequests across borders
When assets from several countries are to be passed down, cross-border asset management is particularly important, because different inheritance laws and inheritance tax regimes will come into play. We offer advice together with local experts including lawyers and tax consultants from the countries in question