FAQs

Finvia

Customer stories

Knowledge

Insights into theinvestment of our clients

Every wealth is different. Every customer situation is individual. That's why we develop bespoke solutions for a wide range of needs. In our client stories, we show how we support clients with comprehensive expertise, access to all asset classes and digital controlling - from support after the sale of a company to the establishment of foundations.

Currentcustomer stories

wealth: 10 million euros

Cash flow for the time after

Direct real estate in the asset strategy of professional athletes

READ NOW

READ NOW

wealth: 350 million euros

After the sale of the company

Private equity in a managed account: Long-term protection for generations

READ NOW

READ NOW

wealth: 3 million euros

Family office instead of private bank

More than traditional wealth management: beyond liquid investments

READ NOW

READ NOW