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
Transparent management fee (depending on 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.