35
Business management; Business administration; Drafting of tax reports, business assistance, business management and administrative services; Professional business analysis, research and information; Business accounting (document recording and verification, balance control and inventory auditing); Secretarial services; Book-keeping services; Asset accounting (document recording and verification, ongoing balance control and inventory auditing); Business succession planning; Professional business consultancy and business evaluations, in particular preparation of recommendations to be voted upon in shareholder meetings; Storage of contract documents of all kinds (storage of documents being office functions); Archiving of all post delivered by bank advisers, asset consultants and investment consultants (storage of documents being office functions)
36
Financial affairs; Monetary affairs; Asset management, financial consultancy; Capital investment and financial consultancy; Advice relating to investments; Wealth management services; Financial consultancy with regard to drafting family constitutions; Financial planning/integrated strategic financial planning, including tax planning; Financial risk control, risk assessment and monitoring; Consultancy, development and documentation of strategic asset structures/portfolio structures from a financial viewpoint; Implementation of tactical asset allocations and investment strategies; Consultancy regarding the selection of custodian banks and asset managers (including condition negotiations and chargeback management); Coordination and supervision of custodian banks and asset managers (invoices, costs, security selection, liquidity management, creditworthiness, performance, benchmark indices); Monitoring of compliance with investment guidelines; Analysis and (consultancy regarding the) assignment of asset managers; Support for subject-to-approval financial investments; Assistance and consultancy regarding opening accounts and securities accounts; Investment management, including representation to investment companies (trusteeship); Storage of account and securities account records of all kinds; Asset controlling (asset analysis and reporting); Drafting of asset reports and transaction overviews; Control of investments/illiquid investments, including assessment; Management and control of shareholdings, including assessment; Analysis of total assets, including scenario analysis; Selection and support of private equity, agricultural, forestry and infrastructure investments; Design, development and administration of alternative forms of investment (private equity, infrastructure, forestry, agriculture); Financial advice and consultancy services; Selection and implementation of real estate investments; Property (Real estate -) management; Real estate asset analysis; Financial foundation consultancy and management; Assurance services; Financial estate planning
39
Archiving of all post delivered by bank advisers, asset consultants and investment consultants (storage of documents)
45
Execution of wills; Representation of clients to others, including at general meetings, notary appointments, etc; Legal representation to investment companies