We open your eyes so you can see what others are denying you!
Troubleshooter
Troubleshooter
Are you dissatisfied with the outcome of your financial service provider, or are you already having a problem with it?
Fairness
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Checkmate of the lack of transparency
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Enforcement of your investment objectives and interests
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Challenge
You know that, a supposedly great offer develops into a nightmare. A call, a recommendation, an alledged financial strategy, or a sophisticated pension plan, a supposedly good stock recommendation, or the loan of your stock portfolio, which turns into a serious problem after a significant correction. Maybe also a foreign currency loan on completely absurd conditions. Sometimes it's just a completely different investment strategy than originally agreed. Whatever, the customer often has the disadvantage. That does not have to be that way!
You need someone with a deep market and product knowledge as well as with the relevant documents and contracts. Our deep market and product knowledge, as well as our extensive know-how of the corresponding contracts from over 29 years, is the basic for our work. We will be more than happy to serve you in a confidential, flexible, professional and ultimately succesful manner to identify the problem and to offer you various solutions. In addition we accompany you at an on-site appointement with your financial service provider. With our experience we were able to solve finally outstanding problems for several damaged investors with their banks/financial provider to an profitable solution for them. We see ourselves as your "Butler", simply your family office, which focuses exclusively on achieving your goals.
You like to know more? Just call on telephone number +49 6431 2620772
or use our contact form. We will be pleased to serve you!
The performance of your portfolio does not meet your expectations? The reasons may be different. With our expertise, we show you the key problems and offer you several solutions for a better outcome.