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- Category
- Description
- service company
- e.g. B. Cleaning service, reception service, security service, experts, etc.
- Waste disposal service provider
- Destruction of documents
- Financial/regulatory authorities
- Reports and submissions, checks in accordance with legal requirements
- Financial institutions
- Money transactions, custody account management
- IT company
- Maintenance/care and provision of hardware and software; Processing of personal data
- Finance/Broker
- Communication about financial investments or real estate, management of insurance contracts such as property liability insurance, etc.
- Tax advisor, auditor
- Annual financial statements/audit
- Lawyers
- Advice and litigation
About me
More than 25 years of experience in advising entrepreneurial families, private individuals and foundations - Certificate holder of the globally recognized highest educational standards CFP®️ and CFEP®️
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