Insurance policies, pension statements, bank and investment statements, financial figures of your business... Do you find yourself losing sight of things from time to time? What does your wealth look like and how is it distributed across various accounts? What is your pension position? What happens to your assets when you pass away? And what tax liabilities are still looming over you?
Questions that may also arise for you as an entrepreneur (DGA). Through our Private Value Map, we can give you a complete insight into your income and capital position and we can answer these questions for you. We use modern technology to present the answers to these questions in a clear and visually appealing way. This allows you to make informed financial decisions and thus maintain control over your own financial future.
Private Value Map for SMEs
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