Planning and consulting

We help you achieve your goals!

When you have a clear picture of what is most important to you, you become more confident about your goals. With that conviction comes a sense of security about your assets and a better understanding of the legacy you want to leave behind.

We understand that everyone has different preferences. Our wealth experts can help you create a financial plan that is flexible and adaptable. We help our clients with their finances, around the globe and for all asset types.


How can we help you?
Wealth planning is about creating a step-by-step approach that addresses all of your needs. We work with your individual requirements and put them at the heart of your wealth plan.



First we would like to understand your situation

- Client and family situation
- Behaviors and preferences
- risk profile
- Assets and liabilities
- Income and expenses

 

 




Your goals are defined on this basis

- Define topics around wealth for family, business and passion
- Set individual goals
- Specific actions for each wealth topic
- Investment plan creation
-Adjusting strategy as circumstances change Understanding your situation


We translate your priorities and intentions into concrete financial goals


Our consistent investment process allows us to present actionable advice and ideas that make sense for you. Your relationship manager will work with you to develop  financial strategies that will help you achieve your goals and implement your wealth plan.

 Once you are satisfied that the solutions we propose are sound and appropriate, we can begin working with you to implement them.

At your request, your relationship manager will regularly review and monitor your portfolio to ensure confidence in your financial decisions. This will allow us to identify adjustments you may want to make to your wealth plan.

An important building block are private markets why approach you?
Historically, private markets have significantly outperformed public markets. For many investors, this additional excess return can open up better opportunities for wealth accumulation and transfer or finance current expenses. Some key drivers of this outperformance, which we believe is likely to continue in the years ahead, are illiquidity, value creation and financial engineering practices in particular.
Private markets are also becoming an increasingly important asset class because they offer access to opportunities not available to investors in listed markets. For investors, this means that it is becoming more difficult to participate in high-growth and innovative companies if they only invest in listed equities.
We consider private markets to be a key component of both longevity and pass-through strategies. Investors should therefore consider whether increased exposure to private markets can be beneficial to their overall financial plan.
Our Private Markets Specialist for Germany, Sebastian Boesen, is available to assist you with our global team of more than 60 specialists.

There is no "one size fits all" when it comes to wealth planning. We sit down with you to discuss your current goals, needs and financial situation. Once we know these, we can advise you on where we see opportunities for improvement in your financial situation and explain how they can have a tangible impact.

Perhaps you are thinking of passing your assets on to loved ones, or you simply want to reduce your estate tax burden. Whatever your needs, we will work with your tax and legal advisors to best assist you.

Bild von Jon Tyson aus Unsplash



There is no "one size fits all" when it comes to wealth planning. 

We sit down with you to discuss your current goals, needs and financial situation. Once we know these, we can advise you on where we see opportunities for improvement in your financial situation and explain how they can have a tangible impact.

Perhaps you are thinking of passing your assets on to loved ones, or you simply want to reduce your estate tax burden. Whatever your needs, we will work with your tax and legal advisors to best assist you.


Support from specialists

You may have additional access to a portfolio specialist to discuss investment ideas.

Strong partnership
As your partner, we offer you the security and expertise for a successful long-term partnership. Our advisors are there for you with knowledge, discretion and quality.


Sound advice
Benefit from an expert analysis of your goals, needs and overall financial situation. Your advisor will answer your questions and suggest suitable solutions.

Flexibility
We create wealth solutions around your needs and desires. If your circumstances or goals change, we adapt your financial plan together with you.



Tax advice

We know it's important to work with you and your professional advisors to achieve your financial goals. Taxation affects net investment returns, and maximizing your net returns can help you achieve your financial goals. There are a number of potential wealth planning solutions that can help you achieve your goals in a tax-efficient manner. These include taking advantage of tax allowances each year, evaluating investments that fit your tax profile, and considering long-term plans for you and your family.


Why is the T& E Management Group the right partner for you?


With our experience and expertise, top industry knowledge, we are confident that we can help you achieve your goals. Our experienced specialists are here to help and advise you. No matter what stage of life you are in, timely wealth planning will not only help you achieve your financial goals, but also prevent you from making hasty decisions. What do you want to achieve in your life? Together, we'll figure out what's important to you and focus on the three most important strategies: liquidity. Longevity. Passing on.
The price and value of investments and income derived from them can go down as well as up. You may not get back the original amount invested.
UBS does not provide tax, legal or accounting advice. You should consult your independent tax/legal advisor and accountant for specific advice before entering into or refraining from entering into any investments, structures or plans.

Bild von David Vives aus Unsplash


 





 


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 Change your views now ! T&E Management Group Inc., since 2010