Customised financial strategies for your family assets.

At WIKFINIA, we understand that your wealth is not just a number, but the result of hard work, smart decisions and the vision to build a legacy. Our mission is to help wealthy families achieve their goals with strategic precision and personalised service.

Free initial consultation

INDIVIDUAL INVESTMENT STRATEGIES FOR YOUR FAMILY ASSETS

Independent, transparent and tailor-made

As a high net worth family, you know that your financial legacy is not just a matter of numbers, but a reflection of your life's work, dreams and values. The challenges and opportunities that lie ahead require an advisory team that not only understands your assets, but also shares your vision and has mastered the art of customised wealth management.

At WIKIFINIA, we recognize the uniqueness of your situation. We don't just offer financial advice; we create customized solutions that fit perfectly into the mosaic of your life. From protecting your assets and minimizing risk to strategic succession planning, our goal is not only to protect your wealth for today, but to ensure it is a living legacy for future generations.

Your success is not measured in financial gains alone. It reflects the realisation of your personal and business visions, securing your life's work and building wealth that lasts. At WIKIFINIA, we dive deep into your world to understand your unique desires and goals and translate them into robust, future-proof financial strategies.

Our holistic advisory approach is specifically designed to seamlessly integrate all facets of your financial life - from investments and liquidity management to tax optimisation and inheritance planning. We work hand in hand with you to develop customised solutions that not only promise financial success, but also reflect your personal values and prioritise the well-being of your family.

Take control of your financial future now. Contact us for a no-obligation initial consultation and discover how WIKIFINIA can protect and grow your wealth and successfully pass it on to future generations. We look forward to accompanying you on your journey and achieving extraordinary results together.

SERVICES

We are your partner for professional wealth management.

Multi-generational wealth management

Secure your family's future.

Your family wealth should not only be preserved, but structured to last for generations. Through customised investment strategies tailored to the individual needs and goals of each generation of your family, we ensure that your legacy grows and flourishes. We support you in planning legacies, setting up foundations and transferring assets to ensure that your wealth is passed on according to your values and vision.

Risk management and asset protection

Comprehensive risk management for long-term security.

In a world of financial uncertainty, protecting your family wealth is of paramount importance. Our approach to risk management and asset protection is designed to protect your wealth from volatile markets and unpredictable events. We use advanced analytical tools and diversification strategies to minimise risks and strengthen the resilience of your wealth. In this way, we ensure that your family assets remain secure and protected, today and for future generations.

International asset allocation

Strengthen your portfolio through targeted diversification.

Diversification of investments aims to minimise risk in your portfolio and promote long-term, stable returns by investing in a variety of asset classes. From traditional equities, bonds, property and precious metals to alternative investments such as private equity, we create a bespoke, resilient portfolio that supports your goals. Through strategic allocation and in-depth market analysis, we not only safeguard your wealth, but also lay the foundations for continued prosperity for future generations.

Education and governance

Promote excellence and unity in your asset management.

Our specialist financial education and governance service aims to maximise effectiveness and harmony within your family and wealth management. We provide bespoke financial and governance education programmes and advice aimed at creating a strong foundation for decision-making, communication and leadership accountability. By strengthening governance and education, we promote the long-term stability and cohesion of your family to successfully realise common goals.

Unter anderem bekannt aus

Unsere Assetklassen

Wir beraten Sie zu folgenden Anlageklassen.

Geldmarkt

Tagesgeld, Festgeld und Geldmarktfonds

Anleihen

Staats-, Unternehmensanleihen und Anleihenfonds

Aktien

ETFs, gemanagte Fonds und Einzelaktien

immobilien

Physische Immobilien, Immobilienaktien und -fonds

Edelmetalle

Gold, Silber, Platinum und Palladium

Rohstoffe

Energie-, Industrie- und Agrarrohstoffe

Alternative Investments

Private Equity, Debt und Hedgefonds

Sammlerstücke

Kunst, Oldtimer und Weine

YOUR BENIFITS

We are there for you - today and tomorrow.

Trust-based partnership

Your legacy, our responsibility.

In the world of wealth management, your trust is our greatest asset. We know that wealth means more than just financial resources - it's about passing on values and visions across generations. As independent fee-based advisors, we guarantee advice that exclusively serves your interests.

We focus on transparent, easy-to-understand and efficient financial strategies that are flexible enough to evolve and adapt with your family goals - always in close consultation with you.

Long-term vision

Focusing on your family needs.

For us, securing your financial well-being means thinking far beyond the present. We see ourselves as a partner to your family, not just for the financial challenges of the moment, but as a companion for future generations.

By continuously monitoring and adapting your financial strategy, we ensure that it always reflects the changing phases of your family's life and the fluctuations of the financial markets. Our aim is to preserve and grow your family wealth so that it can be passed on in the long term.

Personalised investment strategies

Generational prosperity made to measure.

Every family is unique, and so should the management of your assets. Your financial goals, shaped by the wishes and dreams of each generation, require customised solutions. We offer customised financial strategies that not only take your current financial situation into account, but also lay a solid foundation for your family's future.

We ensure a harmonious balance between risk management and growth potential to ensure that your family wealth is not only preserved but can flourish for generations to come.

Procedure of our cooperation

Step by step to your financial goals

1. Initial consultation without obligation

Building trust through personal exchange

Trust and understanding are crucial when it comes to shaping your financial future. That's why our partnership starts with a no-obligation, free initial consultation. During this meeting, we get to know your financial ambitions and goals, while you gain insight into our expertise and customised advice. This is the foundation for a successful, trusting partnership.

2. Detailed asset analysis

Recognise and understand individual needs

In the next step, we carry out a comprehensive analysis of your financial situation. We assess your existing assets and define your family and financial goals. Our careful and in-depth analysis ensures a financial strategy that is precisely tailored to your needs.

3. Customised strategy development

Your visions meet our expertise

Based on the determined asset situation, we develop your individual strategy for securing and increasing your family assets. We then present you with customised solutions and agree these with you.

4. Targeted strategy implementation

Your success is our motivation

Once your financial strategy has been finalised, we take care of its careful implementation. You can sit back and relax while we put your investment strategy into practice.

5. Ongoing personal support

Looking towards the future together

Our commitment to your success does not end with the implementation of your financial strategy. We offer you continuous support and are available for regular updates and whenever you need us. Our aim is to ensure your long-term success through active and accessible dialogue.

6. Adaptable financial strategies

Agility in the face of change

The dynamics of the financial markets and changing personal and family life events require you to adapt your financial strategy flexibly. We support you in adapting your investment strategy to the new circumstances, always focussing on your individual needs.

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Choose independence and quality.

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