We travel with you through all stages and situations in life, the way you want. Our role is determined by your wealth, your goals and your requirements. It is our duty to manage your assets in a planned, reliable and long-term manner.
Taaleri Wealth Management Family Office is a first-rate personal service for our customers with an investment wealth in excess of €10 million. We tailor our services to your individual needs – working with us is flexible and effortless. We meet you in a relaxed and personal fashion.
Together with you, we draft a plan that considers your investment wealth, business assets and other assets and the situation of your entire family.
Our long experience in demanding customer work and financial management helps us build the best service package for you, covering comprehensive investment activities, corporate restructurings, tax advice, and more.
As a Family Office customer, we prepare reports of your entire wealth and regular portfolio analyses. We make sure that you are always up to date and know that the composition of your investment portfolio meets your personal goals.