Why Us
Independent. International. Uncompromising.
The reasons clients leave their bank — and stay with us.
Security and trust by structure
Transparent fees. Disclosed commissions. Austrian custody.
€21B regulatory roof
We advise under Finanz Admin, an Austrian group with more than €21 billion AuM — institutional security behind every mandate.
Austrian custody, KESt-clean
Assets held at highly secure Austrian brokers using only white funds, so your Austrian tax position stays simple and automatic.
Fees agreed upfront
Management fee 0.6–2% p.a. (depending on the invested assets), always discussed before you sign. Provider commissions (e.g. real estate) are disclosed openly.
Cross-border expertise
UK, EU and Austrian planning — coordinated under one advisory team. US persons case-by-case.
Reviewed by PwC
Our diplomatic KESt structures are reviewed by tier-one tax counsel.
Senior advisor access
You work with a senior advisor — not a graduate, not a call centre — with biyearly reviews as standard.