PRIVATE WEALTH STRATEGY

Wealth needs structure.

As wealth grows, so do the demands.

What works for EUR 1 million is not necessarily the optimal structure for EUR 10, 50, or 500 million.

With increasing wealth, issues of international structuring, succession, liability, ownership arrangements, governance, liquidity, and long-term asset transfer become increasingly relevant.

This is precisely where my core consulting services come in.

Together with you, I develop a customized overall strategic structure tailored to your personal situation, your assets, and your long-term goals.

WHO IS THIS CONSULTATION FOR?

My private wealth consulting is exclusively aimed at a limited circle of wealthy private individuals, entrepreneurs, and families. I accept a maximum of 4 consultations per month to consistently guarantee high-quality advice.

Suitable for individuals with:

EUR 10 million+ in private assets

up to international asset structures in the billions.

The consultation may be particularly relevant if you:

• own multiple properties,

• hold company shares,

• own international assets,

• manage significant liquid assets,

• own multiple companies,

• maintain international banking relationships,

• require long-term succession planning,

• wish to structure your assets across generations,

• want to review international structures,

• or wish to fundamentally reorganize your existing asset structure.

YOUR INDIVIDUAL STRUCTURE

No standard solution. No pre-designed organizational chart.

Every asset situation is different.

Therefore, my work does not begin with a specific company or trust.

It begins with you.

First, your existing situation is fully analyzed.

This includes – depending on the individual mandate – for example:

• Real estate

• Companies & participations

• Securities portfolios

• Bank balances & liquidity

• International assets

• Existing companies

• Financing & liabilities

• Succession goals

• Domicile and residency situation

• Personal and business objectives

Based on this, an individual strategic target structure is developed.

THE CONSULTATION PROCESS (PROCEDURE)

STEP 1

CONFIDENTIAL INITIAL INQUIRY

You submit an individual inquiry via the contact form.

After receiving your inquiry, I will contact you personally.

In a brief initial phone call, we will first clarify whether your asset situation and objectives generally match my consulting services.

The initial consultation is free of charge.

STEP 2

QUALIFICATION & INITIAL ANALYSIS

During the initial phone call, I gain a first overview through targeted questions regarding:

• your asset size,

• your current structure,

• your main assets,

• your international situation,

• your objectives,

• and the consulting needs.

At the end of the conversation, you will receive a clear assessment of whether individual cooperation could be beneficial.

If both parties conclude that cooperation is beneficial, we will schedule the personal consultation appointment.

STEP 3

INDIVIDUAL CONSULTATION FEE

The fee is determined by the scope and size of the assets to be structured.

For strategic consulting, the general rule is:

1.0% OF THE ASSETS TO BE STRUCTURED

corresponding to:

EUR 10,000 PER EUR 1 MILLION

The fee covers the agreed strategic consulting and – depending on the specific scope of the mandate – coordinating support during the implementation of the proposed structure.

Statutory taxes, fees, formation costs, bank charges, minimum capital, trustee costs, as well as fees for external lawyers, tax advisors, and other third-party providers are not part of the consulting fee unless explicitly agreed otherwise.

STEP 4

THE INDIVIDUAL STRATEGY SESSION

After payment of the agreed fee, the individual consultation takes place.

PHASE 1

ASSET ANALYSIS

We will jointly analyze your existing asset situation.

This includes recording the assets, companies, participations, and objectives relevant for strategic structuring.

PHASE 2

DEVELOPMENT OF THE STRUCTURE MODEL

Based on the analysis, I develop an individual structure model.

The planned target structure is presented in the form of a clear organizational chart.

This shows, for example:

• the individual companies,

• shareholding relationships,

• ownership structures,

• possible trust or foundation components,

• asset allocations,

• international structural components,

• as well as the relationships between the individual entities.

PHASE 3

EXPLANATION & ROADMAP

The developed organizational chart will be reviewed together in detail.

You will receive a clear explanation of the function of each structural component and how they are intended to interact.

Within approximately 5–9 days after the consultation, you will receive your individual written roadmap as a PDF.

This serves as a strategic working basis for you and your existing professional advisors.

STEP 5

ROADMAP FOR YOUR LAWYERS & TAX ADVISORS

Your existing advisor structure remains a central component of the implementation.

You will receive a written roadmap that you can provide to your lawyers, tax advisors, and other professional advisors for review and implementation.

The roadmap describes, among other things:

• the planned structure,

• the proposed structural components,

• their strategic function,

• the proposed next steps,

• as well as the ongoing organizational requirements.

The specific legal and tax implementation is carried out by the respective competent and authorized specialist advisors.

STEP 6

IMPLEMENTATION & COORDINATION

Upon request, I will then accompany the implementation phase.

This may include – depending on the mandate – coordinating support for the application and establishment of the proposed:

companies

trust structures

financial vehicles

bank accounts

international business relationships

The respective formations, registrations, and account openings are carried out by specialized partners and the competent authorities in the respective jurisdictions.

The duration of the overall process depends heavily on the complexity of the individual structure, the jurisdictions involved, and the respective KYC/compliance requirements.

As a guideline, approximately 3–4 months can be expected.

STEP 7

HANDOVER TO YOUR ADVISORS

After completion of the implementation phase, a structured handover to your existing lawyers, tax advisors, and other advisors, if applicable, takes place.

If desired, a final joint meeting will be held for this purpose.

You will also receive an overview of the planned ongoing administrative requirements and – as far as known – the expected ongoing costs of the respective structural components.

INVESTMENT COSTS

FEE BASED ON ASSET SIZE

The specific remuneration will be calculated and agreed upon individually before the start of the mandate.

OPTIONAL

PRIVATE WEALTH ANNUAL RETAINER

After the initial structuring is complete, ongoing strategic annual support can be arranged.

0.4% P.A.

of the individually managed assets.

The annual fee is payable in advance.

The specific services and scope of ongoing support are individually defined in the mandate agreement.

PRIVATE WEALTH INVESTMENT MANAGEMENT

For selected clients, we offer individual asset management and strategic investment support for investment volumes of EUR 100 million or more.

1.5% P.A.

of the individually managed or invested assets.

The annual fee is payable in advance.

The specific investment strategy, the selection and weighting of investments, and the scope of ongoing asset management are individually determined based on the mandate.

The minimum size for an investment mandate is EUR 100 million in investable capital.

The specific investment objectives, risk parameters, investment guidelines, and remuneration are agreed upon in the respective individual mandate agreement.

CONSULTATION FORMATS

ZURICH — PRIVATE CONSULTING DAY

STANDARD

Personal consultations take place in Zurich by individual appointment.

The consultation day is designed as an exclusive 1:1 appointment.

Personal. Discreet. Private.

ONLINE PRIVATE CONSULTING

Upon request, the consultation can be conducted entirely online via Zoom.

The online consultation is spread across multiple appointments.

FIRST APPOINTMENT

approx. 2–4 hours

Analysis of your asset situation and collection of relevant initial data.

SECOND APPOINTMENT

approx. 1.5–3 hours

Presentation and detailed explanation of your individually developed target structure.

There are typically several days between appointments for strategic development.

ONLINE ADVANTAGE

If the consultation is conducted entirely online, you will receive a:

25% ONLINE DISCOUNT

WORLDWIDE PRIVATE CONSULTING

Upon request, a personal consultation can also be conducted at your business or residence.

Individual travel costs apply for international arrivals outside Zurich.

International travel

from EUR 90,000

Intercontinental travel

from EUR 225,000

The final travel costs will be individually confirmed before an appointment is made.

SPECIALIZED 1:1 CONSULTING

In addition to holistic private wealth consulting, individual strategic topics can be commissioned separately.

Inheritance Tax Strategy

EUR 30,000

International Succession Planning

EUR 50,000

Global Residency & Domicile Strategy

EUR 75,000

Onshore & Offshore Company Structures

EUR 40,000

Excluding formation and registration costs.

Onshore & Offshore Banking

EUR 35,000

Excluding account opening fees, minimum capital, and other banking costs.

Including coordinating support for the preparation and submission of required documents.

Tax and Exit Strategy for Shares & Dividends

EUR 75,000

Trust Structures – Full Package

EUR 150,000

Global Asset Protection

EUR 125,000

STRATEGY & TRANSFORMATION ENGAGEMENTS

FOR CORPORATIONS & REAL ESTATE COMPANIES

Acquisition Strategy for Real Estate Companies

EUR 350,000

For real estate companies with a property portfolio of approximately EUR 30 million or more.

Cash Flow Optimization for Real Estate Companies

EUR 350,000

For real estate companies with a property portfolio of approximately EUR 25 million or more.

Company Valuation Increase for Real Estate Companies

EUR 350,000

For real estate companies with a property portfolio of approximately EUR 20 million or more.

General Corporate Optimization

EUR 850,000

Exclusive strategic transformation mandate for companies with approximately:

EUR 50 million annual revenue

and

EUR 20 million EBITDA

Cash Flow Optimization for Corporations

EUR 1,000,000

For companies with approximately EUR 50 million annual revenue or more.

Private Wealth Management & Family Office – Full Package

EUR 1,500,000

For private individuals and families with assets of approximately EUR 100 million or more.

Corporate Restructuring

EUR 3,000,000

Exclusive strategic transformation mandate for companies with an EBITDA of approximately EUR 50 million or more.