Guiding your wealth across borders and generations!
#1 Certified Financial Advisor for Expats in Austria!
We simplify the complexity of cross-border wealth – from pensions and investments to taxes and estate planning.
Three disciplines. One strategy.
Most international professionals don't need more advisors. They need one coordinated strategy that brings together their investments, retirement planning, taxes and insurance across borders.
Wealth Management
Globally diversified portfolios designed for people who live, earn and retire across borders.
Pension Clarity
Understand your pension entitlements from different countries so you know you can enjoy your golden years.
Cross-Border Tax
Thanks to our partnered tax advisors, we help you to be 100% tax compliant in Austria.
Wealth, pensions, real estate and tax — coordinated across borders.
Austrian families building long-term wealth, and internationally mobile professionals with assets, pensions and obligations across borders — we advise both with the same institutional standard.
Advisors who live(d) the international life.
What clients say about us
Verified Google reviews from clients in Austria and across Europe.
Six commitments that define every client relationship.
What independence really means — written down, so you can hold us to it.
Truly independent
We hold no product. Our only mandate is your outcome — measured in net-of-fees, after-tax results.
One Stop Shop
Bank, tax advisor, insurer — we coordinate the moving parts so every recommendation is consistent across your jurisdictions, not contradicted by the next expert you speak to.
One senior advisor
You work directly with a partner-level advisor from day one. No junior hand-offs, no call centres.
Transparent fees
Management fee 0.6–2% p.a. (depending on the invested assets), always agreed upfront. Where we earn provider commissions (e.g. real estate), we disclose them openly.
Austrian custody, KESt-clean
Assets held at highly secure Austrian brokers using only white funds — making Austrian tax simple and automatic.
€21 Billion regulatory roof
We advise under the regulatory of Finanz Admin, a group with €21B+ AuM — the institutional security behind every mandate.
Your journey to borderless wealth, in four steps.
A clear, structured path from first conversation to lifelong stewardship — designed around your timeline, not ours.
Free Discovery Meeting
A no-obligation call with a senior advisor to understand your situation and determine whether — and how — we can genuinely help you.
Analysis
We map your full international picture — assets, pensions, residencies, family, goals. No assumptions, no templates.
Tailored Plan
You receive a written plan covering investments, pensions, insurance and estate — built around your timeline and jurisdictions.
Implementation
We open accounts, coordinate with your accountant and lawyer, and execute — independent of any product provider.
Lifetime Stewardship
Biyearly reviews, annual deep-dives, and a senior advisor on call when life or markets change.
Questions, answered honestly.
Still curious? A 15-minute call with a senior advisor is the fastest way to get a direct answer to your specific situation.
A free 15-minute call.
Not a sales pitch.
A senior advisor will listen, ask the right questions, and tell you honestly whether we can help — or who else could.
- · Confidential and no obligation
- · Available in English & German
- · Video or phone — your choice
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