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; asset accounting
(book-keeping in asset matters), asset accounting (document
recording and verification, ongoing balance control and
inventory auditing); controlling of company shares
36
Financial affairs; monetary affairs; asset management,
financial consultancy; capital investment and financial
consultancy; advice relating to investments; asset
management for third parties (financial service); financial
consultancy with regard to drafting family constitutions;
financial planning as integrated strategic financial
planning, including financial tax planning and financial
subsequent regulation; financial risk control, namely
financial risk assessment and monitoring; financial
services, namely consultancy, development and documentation
of strategic asset structures/portfolio structures;
investment consultancy for the implementation of tactical
asset allocations and investment strategies; asset
management for the implementation of tactical portfolio
allocations and investment strategies; financial 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, selection of security
papers, liquidity management, creditworthiness, performance,
benchmark indices); financial services, namely monitoring of
compliance with investment guidelines; financial 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; financial services, namely
investment management, including representation to
investment companies and preparation of the voting; taking
over of storage functions for all contract, account and
security account documents; drafting of asset reports and
transaction overviews; financial evaluation of investment
sharings and illiquid investments; financial management of
shareholdings, including financial evaluation; analysis of
total assets, including scenario analysis (financial
services); selection and support of private equity,
agricultural, forestry and infrastructure investments
(financial services); draft, development and administration
of alternative forms of investment (private equity,
infrastructure, forestry, agriculture) (financial services);
finance consultancy services; selection and implementation
of real estate investments; real estate management; real
estate portfolio 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 by physical storage
of electronically stored data and documents
45
Execution of wills; representation of clients to others,
including at general meetings, notary appointments
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