No, we do not take custody of any assets or manage funds directly. Our role is strictly advisory – we provide analysis, plans, and recommendations. You retain full control over your financial accounts and decisions.

It depends on your objectives. A basic structure review might take two to three weeks. More comprehensive planning can span several months. We also offer ongoing review sessions on a quarterly or annual basis.

Not at all. Our approach is useful for any situation where clarity and organization are desired. We work with clients at different stages and scales. The depth of analysis is adjusted to your actual circumstances.

We follow strict data protection protocols compliant with German regulations. All client information is stored on encrypted systems with limited access. We never share your data with third parties without explicit permission.

Automated tools provide generic suggestions based on algorithms. We add human judgment, context, and the ability to handle unique situations. You also benefit from a dialogue where we explain the reasoning behind each recommendation.