Our principles and values
Both senior managers of Planura have many years of experience in wealth management including alternative investments (Real Estate, Hedge Funds, Private Equity) and specifically also in the management of family offices.
We have in-depth knowledge of providers and conditions in the market in the various business fields.
Based on our experience, we identify the best suppliers along the different asset classes.
In the field of accounting, taxes, legal, insurance, etc., we partner with external specialists on a case-by-case basis (if service is requested by client).
Our monthly consolidated reporting (tailored to your needs) ensures transparency about your current financial situation, performance and asset development along all asset classes.