Personal & probate.

Our private secretary.

Your time is far too precious to spend it on tedious paperwork. At the same time, incoming and outgoing letters, invoices and documents require your full attention every day. In addition, you are fully occupied at work and with your family.

Our private secretarial service helps you to concentrate on the really important things in life. In doing so, we not only relieve you of administrative work, but are also available to you as an independent advisor: With diverse experience, security, accuracy and discretion – and a real increase in free time for you.

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.

Anfrage




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