Achieving success and the satisfaction of our customers is our ultimate goal. We are an international team, each team member masters a different discipline, the individual team members or service partners are specialists in their field and have many years of practical experience. As different as our agency is, as different are the mentalities and the CVs of the people who work with us.

However, they all have two things in common, a lot of practical life experience and specialized knowledge in their fields, both of which they have provided to wealthy people for several decades. This is also why we can offer a unique package of different services to high net worth individuals, ultra high net worth individuals, high net worth families and corporations worldwide.

We know the thinking, actions and preferences of high net worth clients. In particular, we know high net worth families who have family members in different generations and can meet this challenge. We recognized early on that diversification and technology would be important in future wealth management.

For us, diversification has never been solely about our clients’ wealth. For us, it is important to understand individual lifestyles, orientations and different generations of the family we serve. Because only this leads to a good cooperation and success in the long run.

Important for us is the absolute independence in asset management. Not to be dependent on superior decisions, to keep the client even if he does or wants to do things, he himself considers right. To let the customer decide completely freely what he wants and to support him fully and if necessary to point out the risks is one of our philosophies, for which we are appreciated.

A financial plan should be a tool to achieve your desired goals. You have ideas, goals and dreams. We have a culturally diverse, forward-thinking team that is global in scope to make their ideas come true.

Our approach is to bring together the most successful financial planning and investment management while protecting their growing wealth and ensuring that their lifestyle and lifestyle does not suffer, but is enriched every day. That’s what lifestyle and concierge services are for.

Your Kevin Underwood