Today developing and monitoring your assets is a challenge. You want independent advice, clear agreements, and more time. Independent expertise is essential but hard to find.
Time is your most precious commodity. Looking after your financial interests is what we can do for you. Even if you work with big names in the banking industry. Independency makes all the difference to your wealth and well-being.
We provide the time to get to know you and your assets, make in-depth analyses of the current situation and guide you every step of the way. You can count on a personal, discreet approach and good consultation. Woomany is your advisor and guide for your assets.
Our working method is structured, personalized, and fully tailored to your goals and ambitions.
During a personal meeting, we discuss your situation and wealth accumulation. It is particularly important for us to fully understand your goals and ambitions. This is central to everything we can do for you through the three pillars of our operation financial engineering, family governance and family office. During this meeting, we will jointly evaluate what your needs are and what form of cooperation best suits you and your situation.
Your satisfaction is our goal
We enter a personal and discreet relationship with you based on your needs and expectations. You will quickly get used to the comfort of an independent financial expert. Our advice is specific to you. Because of our long-term relationship, we know you like no other. This makes you feel comfortable anywhere in the world and anytime. We carry out your wishes with the greatest care. Your satisfaction is our main goal.
Our guarantees for your satisfaction:
Woomany was the nickname Winston Churchill gave to his confidante. He wrote to her as follows:
“Mrs. Everest – Woomany- it was, who looked after me and tended all my wants. It was to her to whom I poured out all my many troubles …”
Our working method in concrete
In a conversation we would like to get to know you.
Our personal and discrete relationship with you begins with a good mutual understanding. Together with you, we think in the long term and build up mutual trust. We take the time for you and your questions about your assets. Would you like an appointment? We will be happy to talk with you.