3 x Investment Controlling according to your ideas
Unifinanz can help navigate and monitor your investments with its many years of wide-ranging expertise. In doing so, we always give your supervisory duties top priority. Tailored to your individual needs, tasks and responsibilities, we offer you one of our three finely graded cooperation models: We will be happy to present them to you in a personal conversation using practical examples.
For: Private clients, operating companies, structures with a focus on pure controlling
Focus on: the structure itself
Description: Comprehensive controlling according to your personal wishes and ideas.
For: Foundations, trusts, and other structural organisations with responsibility towards third parties
Focus on: the structure(s) and those responsible for them
Description: Proactive controlling cooperation through the active support and processing of topics that are relevant to you.
For: independently managed foundations and trusts, family offices, and private clients with high demands or complex asset structuring
Focus on: Integration into the given structural landscape or organisation
Description: Highly individual integration of controlling services into the respective structures, investment organisations, processes, etc.