Pension, private equity, real estate and health, all in one clear strategy built around your life here and back home.
What we build together
How the very wealthy run their money: one team, every decision connected. It usually starts at millions. We bring that approach to you.
Around 250 product partnersPrivate-market funds via our partners: long lock-up, limited redemptions, risk of total loss.
Long-term, illiquidBuy-to-let: we check whether the instalment fits your life; financing via a licensed partner (§ 34i GewO); tax effects depend on your situation and are assessed by your tax adviser.
Rate that fits your lifeWe check which plans keep their value if you leave Germany; subsidised plans (Riester, Rürup, company pension) have restrictions.
Can move with youA lifelong decision we calculate both ways before you choose.
Hard to reverse after 55The cover that protects your income here, in place before the risky parts of the plan.
From day one, after risk checkWhy we do this
For the very wealthy, money is run by a dedicated team. Every decision is connected, with a plan behind every product. It usually starts at several million euros. We bring that same approach to Indian professionals building a life in Germany, whatever stage you are at.
The first call is free, and you receive no invoice from us. If you implement a solution with us, the provider pays us a commission that is included in the product costs; we disclose its nature and, for investments, the amount before you sign.
Three ways, compared
Pick what you could set aside each month and see where the last ten years would have taken it.
Illustrative only, based on historical figures: global shares measured by the MSCI World Net TR in EUR, ten years to December 2025; private markets based on Partners Group Global Value SICAV, since inception in November 2009, institutional share class I in USD; the share class available to private investors has different costs and may differ; currency effects may increase or reduce euro returns; bank interest as a simplified average. Past performance is not a reliable indicator of future results. Figures are before individual taxes and costs. Capital investments carry risk, including loss of capital. Private-market funds are long-term and illiquid: redemptions are limited or excluded and total loss is possible. Prospectus and Key Information Document are available from the provider and from us.
Why people trust the process
I received a lot of helpful information that I didn't know before, and I was supported along the way. Everything was explained clearly, and I always felt comfortable asking questions.
Navigating financial and insurance options can feel overwhelming, but Florian broke down every detail with patience and clarity, with no high-pressure sales tactics. His English is fluent, and he's genuinely invested in his clients. I can definitely recommend him!
Reviews are published on Google for our office Projekt 1030 and checked under Google's own rules; all reviews are visible via the link. Quotes are excerpts, translated from German where needed.
Yes, completely free and with no obligation. It is a conversation to understand your situation and answer your questions.
In English. German is also possible if you prefer.
Coordinating your finances as one plan across pension, investments, real estate and health, the way large fortunes are run, built around your goals.
No. The first call is about clarity. You decide any next step yourself.
Your free first call