JC

JAKOB CONSULTING

SPECIALIST FINANCIAL CONSULTANCY FIRM


THE COMPANY        OUR VISION        OUR CLIENTS        OUR PRICES        CONTACT

PRIVATE BANKING


FAMILY OFFICE


WEALTH MANAGEMENT


FINANCIAL STRUCTURING


SUCCESSION PLANNING


PORTFOLIO_MANAGEMENT


INSTITUTIONAL CLIENTS

Private Banking

To us, private banking (advising) primarily means investment advice. We are independent consultants, which means we will always take your needs into account and then find the optimal solution.

You will also find us helpful regarding personal issues, such as succession planning and much else besides. We listen to your needs and act according to your interests.


Family Office and Wealth Management

We define Family Office / Wealth management as long-term and discreet advice on all financial aspects of our client's (and their families') lives. We place equal emphasis on maintenance of capital, and optimal international tax and inheritance advice or succession planning, as well as finding the most cost-effective solution.

Our many years of experience allow us to make use of a broad network of business contacts, allowing us to advise you on the following areas: