A guide to the
How to invest your assets
after the sale of real estate?
The sale of a property marks a significant milestone in your financial life. But it also raises the question of how best to use the proceeds of the sale.
At GELDBLICK WealthOffice, part of our group of companies, we understand the complexities and individual needs involved in such a sale.
Our team of experts specializes in helping high net worth individuals, families and foundations make wise and forward-looking investment decisions.
Introduction
There are many aspects to your wealth that we address but are often overlooked:
1. many providers see their products as the most important, consequently neglecting a good mix across different asset classes.
2. to control the performance and the costs, one honestly needs an objective third party from the outside, and should not leave this to the provider itself.
Nowadays, digital tools for asset tracking, documents, protocols can be an incredible help in managing assets.
We bring this holistic view to the table. And help you achieve your financial goals.
"
Dr Andreas Bonschak, LL.M.
Services
We offer a comprehensive range of services where we help you to strategically invest your capital with the right partners and secure it for the long term.
Provider-AouTlOOk
We monitor leading private banks and asset managers in German-speaking countries, collect offers from providers for real estate, securities or gold in case of tenders for you. After comparing return, risk and costs, we support your implementation for better results.
Smart digital tools
Benefit from our innovative apps and digital solutions developed specifically for our target group of wealthy families and foundations. Track your asset development and keep track of your finances, documents and protocols.
Foreign Investment
Through our network of banks and asset managers in Germany, Austria, Switzerland and Liechtenstein, we enable you to diversify your investments broadly internationally. In addition, we support you in opening accounts and custody accounts abroad, for example in Switzerland and Liechtenstein.
