
Asset Planning/Strategic Asset Allocation
Output: Based on your current need and your long-term goals, we jointly define the optimal asset allocation that will meet your long-term needs.
- A clean foundation, tailored to all your needs.
- Analysis and planning for your income and expenses (liquidity planning).
- Holistic inventory of your assets, including liabilities.
- Joint definition of long-term goals and needs.
- Strategic Asset Allocation and asset planning as a key function of succession planning.