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Estate Planning
The first step in a business relationship is a detailed analysis of your personal and financial targets and the structure of your private and business assets.This wide-ranging analysis reveals whether your assets still have the desired overall risk/reward profile and are adequately diversified over a broad range of asset classes. We also check whether your portfolio offers sufficient financial security for your family and is well-prepared for a possible succession/generational change, whilst giving due consideration to tax and legal requirements.
Using the results of our analysis, we draw up a range of integrated solutions that are tailored to suit your personal situation and your individual targets. Our customised proposals not only include traditional investment classes such as equities, bonds and real estate; we also recommend alternative investments, which due to their low correlation with trends on the international capital markets can help your overall portfolio to generate a stable return.
As regards succession arrangements, we evaluate the strategies available to you and make recommendations that meet your requirements.
BHF-BANK's private clients benefit from our expertise and our wealth of experience in analysing and valuing personal and business assets. Indeed, we were the first bank in Germany to offer its clientele professional portfolio structure advisory. This service, which has been greatly expanded and enhanced over time, has attracted the interest of many owners of family-run enterprises, who have found it to be highly rewarding.