Needs Analysis

Your needs and objectives are the focus of the professional advice provided by your client advisor.

The Focus of a Solution-Oriented Advisory Process

Working with you, your client advisor will systematically examine your personal and financial situation, paying particular attention to the following four areas: investments, asset creation, liabilities, and wealth attrition. Using these factors, your personal client advisor will analyze your individual situation in order to prepare a comprehensive solution for you.

Needs Wheel

Activate a “needs field” of your choice (e.g. “wealth creation”) to find out more about assets and liabilities.

Asset and Liability Management A New Dimension in Advisory Philosophy

In an age in which we all strive to secure our wealth, it is particularly important that all our assets and liabilities are analyzed and harmonized. The specialist term to describe this approach is “asset and liability management.”