Unique competences, determination and passion for people

We listen to the family needs and provide comprehensive independent financial management while keeping in mind the family’s legal, fiscal, business and personal requirements. In addition to our own expertise, we bring in first-class professionals, bankers, lawyers, fiduciaries and accountants who help us complete our tailor-made solutions.

Chairman of the Board & Managing Partner

Alfred - Portrait

Alfred Wermelinger​

Member of the Board

Robert - Portrait

Robert Mocek

Manager Special Projects