
Unabhängig • Transparent • § 34h GewO • DHK-Fachmann
We help you to build, optimize and protect your assets in a targeted manner.
Wir beraten High‑Income‑Individuals, Unternehmer, Selbständige und Akademiker beim Vermögensaufbau und der Altersvorsorge – provisionsfrei, evidenzbasiert und strikt in Ihrem Interesse.
WE ARE HOLON FAMILY OFFICE
360° Wealth Management & Business Consulting
We manage individuals, not just assets. Our holistic approach combines wealth management and business consulting, because financial stability and entrepreneurial success go hand in hand. We create independence, clarity, and security so that you don't just manage assets – you also actively shape your life. A good partnership proves its worth at key junctures: Working side by side with your independent family office, we create a robust foundation for a stable future. Whether you're building wealth, planning for retirement, or strategically developing your company – together we turn plans into goals.
We manage individuals, not just assets. Our holistic approach combines wealth management and business consulting, because financial stability and entrepreneurial success go hand in hand. We create independence, clarity, and security so that you don't just manage assets – you also actively shape your life. A good partnership proves its worth at key junctures: Working side by side with your independent family office, we create a robust foundation for a stable future. Whether you're building wealth, planning for retirement, or strategically developing your company – together we turn plans into goals.
WE ARE HOLON FAMILY OFFICE
We manage individuals, not just assets. Our holistic approach combines wealth management and business consulting, because financial stability and entrepreneurial success go hand in hand. We create independence, clarity, and security so that you don't just manage assets – you also actively shape your life. A good partnership proves its worth at key junctures: Working side by side with your independent family office, we create a robust foundation for a stable future. Whether you're building wealth, planning for retirement, or strategically developing your company – together we turn plans into goals.
WE ARE HOLON FAMILY OFFICE
We manage individuals, not just assets. Our holistic approach combines wealth management and business consulting, because financial stability and entrepreneurial success go hand in hand. We create independence, clarity, and security so that you don't just manage assets – you also actively shape your life. A good partnership proves its worth at key junctures: Working side by side with your independent family office, we create a robust foundation for a stable future. Whether you're building wealth, planning for retirement, or strategically developing your company – together we turn plans into goals.
WE ARE HOLON FAMILY OFFICE
THE TEAM
THE TEAM
MISSION & VALUES
"True prosperity begins where independence, clarity, and quality of life meet."
Independent, holistic, self-determined – we think beyond numbers. As your strategic partner, we create clarity and freedom so you don't just manage your assets, but shape your life.
Honorarberatung
In Ihrem Interesse
Klare, fixe Honorare – keine versteckten Kosten
Objektive Produktauswahl (z. B. Netto-Tarife)
Vollständige Kostentransparenz & Dokumentation
Strategie‑ und Lebensphasen‑basiert, nicht produktgetrieben
Provisionsberatung
Interessenkonflikte möglich
Vergütung über Abschluss‑/Bestandsprovisionen
Produktauswahl folgt oft Provisionsanreizen
Kosten in Produktstrukturen versteckt
Fokus auf Produktverkauf statt Lebensziel‑Planung

WE ARE HOLON FAMILY OFFICE
360° Wealth Management & Business Consulting
OUR CLIENTELE
Why HOLON?
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