Curawin AG provides personal, independent and holistic financial advisory services to private clients, institutions and companies. Services include wealth analysis and structuring, liquidity and pension planning, investment advice and asset management, as well as tax, real estate/financing and estate-planning support.
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Industry:External Asset Management
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Development of investment strategies for parts or the entire portfolio, ongoing management within the defined mandate, regular reporting and adjustments as required.
Investment advisory
Sparring partner for clients who decide independently, support with decision-making, execution of the transaction process and portfolio adjustments only after consultation.
Wealth analysis and structuring
Holistic view of the components of wealth, consolidation of the overview and support for targeted management and achievement of objectives.
Financial and retirement planning
Analysis of the retirement provision situation, identification of individual options, support with early retirement and optimisation of retirement provision for entrepreneurs and self-employed people.
Estate planning
Advisory on arranging the transfer of assets to the next generation, support during key decisions and in implementing the necessary measures.
Tax advisory
Taking into account tax aspects in matters of wealth, provision and estate planning, assessment of the personal situation and development of optimisation solutions.
Real estate and financing advisory
Support with the search, purchase and sale of real estate or projects, classification of real estate as an asset class and development of long-term financing strategies.
Family office services
Comprehensive support for private individuals, institutions and companies with personal advice, involving specialists and support across different life stages.
Mandate and governance activities
Support as a sparring partner or independent adviser in the context of a mandate, handling business management issues and taking on governance mandates for companies and foundations.
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