On your call, you will be talking to our expert consultant. So this will be you opportunity to ask him everything you want to know about the consulting services.

With that said, also keep in mind, our services are limited to existing portfolios in a swiss bank with assets over 1 million CHF or equivalent.

We will also be asking you questions to gauge whether or not YOU would benefit from our services. For those situations where we don’t think we can deliver great value – we will not admit your portfolio for analysis.