ASSETY

Owner

Goods & Services

Archiving of all mail delivered by bank, asset, and investment managers by means of physical storage of electronically stored data and documents

Financial controlling [analysis of and reports on financial affairs]; finance services; monetary services; financial management; financial consulting; investment and financial affairs consultancy services; investment advisory services; wealth management for third parties [financial service]; financial advisory services relating to family constitutions; financial planning services in terms of integral strategic planning including tax planning and succession planning in financial respect; financial risk management services, namely, financial risk assessment services and financial risk monitoring services; financial services, namely, providing advice relating to strategic asset structure/financial portfolio development and documentation; investment advisory services on strategic portfolio allocation and investment strategy implementation; assets management for implementation of strategic portfolio allocation and investment strategy; financial advisory services in the field of selection of depository banks and asset managers [including condition negotiation services and refund management services]; management of financial assets, namely, coordination and control of the depository banks and asset managers [accounts, costs, selection of securities, liquidity management, credit ratings, performance, benchmark indices]; financial services, namely, monitoring of compliance with investment policies; financial analysis and [consultancy services in] mandating of asset managers; assistance and consultancy services concerning the opening of accounts and securities accounts; financial services, namely, share management including representation in front of shareholding companies and preparation of votes; safe deposit services for all contract, account and securities account documents; preparation of investment reports and transaction overviews; financial evaluation of shareholdings and illiquid investments; financial management of shareholdings including financial assessment; analysis of total assets including scenario analysis [financial service]; selection and mentoring of investments in private equity, agriculture and forestry, as well as infrastructure sectors [financial service]; design, development and administration of alternative types of investments [private equity, infrastructure, forestry, agriculture] [financial service]; financial advice and consultancy services; selection and implementation of real estate investments; real estate management; analysis of real estate portfolios, advisory services on foundations and foundation management with regard to finances; insurance services; inheritance planning services [financial service]; trusteeship, escrow services; financial trust management; trustee advisory services; trust investment services; trusteeship of financial futures contracts; estate trust management; trusteeship of money; trusteeship of fund assets; trustee services; trust management; investment trusteeship; financial trust planning; trust advice; financial transactions via blockchain; venture capital funding services for companies; personal equity plan investment; venture capital fund management; venture capital and venture capital management services; private placement and venture capital investment services

Execution of wills; legal representation of clients in front of third parties, in particular in general shareholders' meetings, notary appointments; advisory services relating to regulatory affairs for accompaniment of financial investments subject to approval

Electronic archiving of all mail delivered by bank, asset, and investment managers; blockchain as as service [BaaS]

Business management; business administration; preparation of tax reports; business assistance, management and administrative services; business analysis, research and information services; business accountancy services [document entry and audit, balance control and inventory audit]; takeover of secretarial duties; asset controlling [accountancy services in asset affairs]; accountancy services for assets [document entry and audit, permanent balance control and inventory audit]; controlling for shareholdings/illiquid investments; controlling of equity holdings; administration of trusts