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

Financial structuring - a pillar of JAKOB CONSULTING's business

Financial structuring is the transfer of resources to specially created legal entities such as companies, foundations and trusts.
Private and structured assets are thus separated from another and can be organised independently. Maintaining the integrity of private assets, succession planning, protection of creditors, mobility / flexibility and confidentiality are the main reasons for such structuring.


Succession planning

Transferring ownership of companies or large financial estates requires empathy and professional, forward-looking advice.
JAKOB CONSULTING will always know the right partners for their clients to talk to when faced with this demanding task. We will provide independent and discreet advice. These services are deliberately not provided solely by us, which means that our clients can also count on external specialists when carrying out succession planning. It involves: