Business management; business administration; preparation of tax reports; business assistance, management and administrative services; business analysis, research and information services; business accountancy services [document entry and audit, balance control and inventory audit]; takeover of secretarial duties; asset controlling [accountancy services in asset affairs]; accountancy services for assets [document entry and audit, permanent balance control and inventory audit]; controlling for shareholdings/illiquid investments; controlling of equity holdings; administration of trusts

Financial controlling [analysis of and reports on financial affairs]; finance services; monetary services; financial management; financial consulting; investment and financial affairs consultancy services; investment advisory services; wealth management for third parties [financial service]; financial advisory services relating to family constitutions; financial planning services in terms of integral strategic planning including tax planning and succession planning in financial respect; financial risk management services, namely, financial risk assessment services and financial risk monitoring services; financial services, namely, providing advice relating to strategic asset structure/financial portfolio development and documentation; investment advisory services on strategic portfolio allocation and investment strategy implementation; assets management for implementation of strategic portfolio allocation and investment strategy; financial advisory services in the field of selection of depository banks and asset managers [including condition negotiation services and refund management services]; management of financial assets, namely, coordination and control of the depository banks and asset managers [accounts, costs, selection of securities, liquidity management, credit ratings, performance, benchmark indices]; financial services, namely, monitoring of compliance with investment policies; financial analysis and [consultancy services in] mandating of asset managers; assistance and consultancy services concerning the opening of accounts and securities accounts; financial services, namely, share management including representation in front of shareholding companies and preparation of votes; safe deposit services for all contract, account and securities account documents; preparation of investment reports and transaction overviews; financial evaluation of shareholdings and illiquid investments; financial management of shareholdings including financial assessment; analysis of total assets including scenario analysis [financial service]; selection and mentoring of investments in private equity, agriculture and forestry, as well as infrastructure sectors [financial service]; design, development and administration of alternative types of investments [private equity, infrastructure, forestry, agriculture] [financial service]; financial advice and consultancy services; selection and implementation of real estate investments; real estate management; analysis of real estate portfolios, advisory services on foundations and foundation management with regard to finances; insurance services; inheritance planning services [financial service]; trusteeship, escrow services; financial trust management; trustee advisory services; trust investment services; trusteeship of financial futures contracts; estate trust management; trusteeship of money; trusteeship of fund assets; trustee services; trust management; investment trusteeship; financial trust planning; trust advice; financial transactions via blockchain; venture capital funding services for companies; personal equity plan investment; venture capital fund management; venture capital and venture capital management services; private placement and venture capital investment services

Archiving of all mail delivered by bank, asset, and investment managers by means of physical storage of electronically stored data and documents

Electronic archiving of all mail delivered by bank, asset, and investment managers; blockchain as as service [BaaS]

Execution of wills; legal representation of clients in front of third parties, in particular in general shareholders' meetings, notary appointments; advisory services relating to regulatory affairs for accompaniment of financial investments subject to approval