WSH Financial-Planning
Our services |
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Our financial planning and the associated WSH wealth management consultancy offers a comprehensive analysis of the client´s wealth. This approach facilitates the optimisation of the wealth management and enables us to plan effectively on behalf of our client.
This approach takes account of the individual components of the client´s wealth, the interdependencies and the tax aspects of the individual´s personal circumstances.In order to ensure that the chosen strategy is understandable and transparent, WSH provides their clients with a detailed financial planning report. This report allows the client to optimise their dealings with professional advisors, such as tax advisors, bankers and other financial services specialists.
Once the report has been completed, the client decides whether the management of his financial affairs should be carried out through a family office. WSH offers clients, who opt for a family office, a comprehensive and independent management service encompassing all financial issues as well as coordinating and monitoring the services provided by the client´s advisors. The strategy developed as part of the initial assessment will be continuously updated by WSH to take account of developments in the client´s private life. Changes in the politico-economic situation and legal requirements will also be considered in this respect.
The details |
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The WSH financial planning option can include the following components:
- A detailed and comprehensive assessment of the client´s wealth, presented in the form of a "wealth balance sheet" as well as various analyses relating to individual assets.
- An analysis of all revenue and outgoings, potential for improvement as well as details of tax options relating to each asset class.
- A 10 year business plan detailing the wealth development as well as the projected revenue based on a number of possible scenarios.
- A comprehensive analysis of contingency plans for events such as serious illness and retirement
- Analyses ranging from the valuation of individual real estate investments and holdings in companies and funds to the evaluation of securities, insurance products and investment options.
- A detailed roadmap containing recommendations regarding revenue optimisation and risk management.
- Assistance relating to succession planning
- A detailed roadmap containing recommendations regarding revenue optimisation and risk management.
The benefits |
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WSH financial planning provides you with
- An overview of your entire wealth, the income generated and the associated tax implications.
- A comprehensive, integrated investment strategy along with detailed guidelines
- A reliable basis for the coordination of the activities of your individual advisors.
- A completely impartial advisory service covering all aspects of your financial and wealth management planning.