Personal & probate.
Our private secretary.
Unsere Leistungen.
- Business correspondence
- Bank statements
- Tax certificates
- Contracts
- Insurance documents
- Policies
- Tax documents
- Incoming mail
- Correspondence with financial service providers
- Coordination of tax matters
- Coordination of appointments
- Support in digital and traditional estate matters
- Data maintenance
Your choice.
Be it sub-areas or the entire package – you define the degree of our decision-making authority and also determine whether individual steps are coordinated with you or may be acted upon largely independently in your interests. The security of your data – also in digital form – is guaranteed at all times. You will always be informed about important events without being asked. Regular reporting takes place on a quarterly or annual basis, depending on the agreement.
