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Wealth Management
The most important thing for us is fulfilling your wishes.
Your assets often represent your life's work and you desire to preserve value for your family. We therefore provide
innovative products and services that fully meet your needs.
COPEX experts support you
Short and long term optimization of your assets in full accordance with your agreed risk profile and taking the tax
and legal aspects into account, for example, in the form of
- Exclusive private placements of investments in photovoltaic power plants, that produce high financial yields
- Consultation and support to optimize the asset structure for gifts and inheritances
- Refinancing concepts to improve yields
- Individual structuring and investments in the fields of photovoltaic, investment management and tax planning
- Improvement of asset allocation and finance structure
- Tax optimized international revenue on Euro basis
- Setting up and management of companies and trusts, including offshore entities
- Issuing of financial instruments with profit-sharing rights
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Facts
- Over 20 years of successful experience working with high net worth clients in Europe
- More than 3 billion euros in managed assets
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