More wealth in a planned and controlled manner
The own assets in a planned and future-oriented management as well as value-enhancing and risk-optimized investment requires the highest degree of Knowledge and time. Not everyone who has achieved a certain level of wealth is also a financial or controlling expert , so it is advisable to bring independent expertise and external know-how on board in order to achieve optimum results in increasing wealth.
At the beginning of every planned financial investment is the fundamental analysis of the current situation. In this process, all relevant assets are closely examined and a risk analysis is carried out, taking into account the risk appetite for financial and capital investments . Only when this analysis has been completed should the definition of risk management objectives and the elaboration of a sophisticated risk management strategy for different investment areas be started. The aspect of liquidation always plays a role here and the so-called liquidity risk must be taken into account when drawing up the risk strategy.
A detailed financial plan provides the appropriate basis for a professional financial and investment strategy . Legal and tax aspects should also be included in this overall planning. Regular monitoring of the respective risk parameters helps to identify losses and risks at an early stage. This is of crucial importance in order to take countermeasures at an early stage and thus prevent a loss of assets or to choose alternative investment strategies.
We provide you with comprehensive, independent advice and support you with our network in the planned investment of your assets. Of course, we also advise you on ongoing investment transactions and assist you with legal and tax issues. Constant monitoring and professional controlling are our hallmarks. We continuously monitor the financial markets for our clients and compare investment products for them. It is of particular importance to our clients that we work with them on a fee-only basis, without hidden commissions or links to financial institutions .
Feel free to contact us!
For our clients we are active in:
- Risk management consulting
- Independent advice on capital investments in the context of tax optimisation
- Independent comparative advice on financing conditions in the context of tax optimisation and legal risks
- Conception and planning of investment strategies in close cooperation with our network
- Independent advice on investments with regard to comparative analysis of legal and tax risks
- Support for beauty contests for administrator selection
- Advice on the protection of occupational and private pensions
- Controlling of asset managers via controlling authority
- Monitoring of investment guidelines
- Legal and tax advice
Helpful articles on the topic of Finance & Risk Control
Arrange your personal appointment with us.
You are already receiving legal advice and would like a second opinion? In this case please contact Dr. Fiala directly via the following link.
(The first phone call is a free get-to-know-you conversation; without consulting. You will learn what we can do for you & what we need from you in terms of information, documents for a qualified consultation.)
Press articles and publications
Here you will find selected technical terms. Click on a keyword You will receive corresponding press articles and publications as current search results. Please do not hesitate to contact us for further information.
- Actuary
- Shares
- Retirement assets
- Pension provision
- Analysis
- Investment Advisor
- Asset-Protection
- asset management
- Foreign domicile
- Beauty Contest
- Shareholdings
- Company pension scheme
- Credit assessment
- Cross-Border
- Deposit protection
- Network of experts
- family office
- holiday flat
- financial office
- Funding
- Financial conditions
- Financing collateral
- Financial Investors
- Financial planner
- Financial Product Sales
- Foundation
- Fund selection
- Statutory pension scheme
- Expert opinion
- Experts
- Questions of liability
- Hedge funds
- Real Estate
- Property valuation
- Insolvency risk
- Investment funds
- IRR yield
- Investments
- Investment fraud
- Cluster risk
- Account verification
- Credit terms and conditions
- Credit agreement
- Legalization
- Life annuity
- Succession planning
- Onshore
- Offshore
- Options
- Private pension provision
- private equity
- Prospectus liability
- Brochure error
- Rating
- Lawyer
- Pension Insurance
- Research
- Risk Control
- Risk Management
- Risk Control
- Risk assessment
- Risk Management
- Risk minimization
- Risk diversification
- Retirement planning
- Snowball system
- Scrap property
- Foundation
- Tax consultant
- Tax evasion
- Criminal defence lawyer
- Stress test
- S.A.
- Experts
- Rehabilitation
- Service
- Securities
- Certificate
- Total loss
- Trust
- Insurance consultants
- Versicherungsmakler
- Wealth Analysis
- Asset allocation
- Investment advisor
- Vermögensschutz
- Asset Manager
- Asset Management
- Asset diversification
- Asset structure
- Actuarial mathematics
- Securities
- Auditors
- Change of domicile
- Certificate
- Calculation of interest
Our law firm in Munich
You will find our office at Fasolt-Straße 7 in Munich, very close to Schloss Nymphenburg. Our team consists of highly motivated attorneys who are available for all the needs of our clients. In special cases, our law firm works with selected experts to represent your interests in the best possible way.
