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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
1 · Erstgespräch
30 Minuten digital oder persönlich: Ziele, Status quo, Erwartungen. Kostenlos & unverbindlich
2 · Analyse
Transparente Kosten‑, Risiko‑ & Steueranalyse Ihrer bestehenden Anlagen. Klar, verständlich, dokumentiert.
3 · Strategie
Maßgeschneiderter
ETF‑/Fonds‑Investments, Rebalancing‑Plan, Liquiditäts‑ & Vorsorgekonzept.
4 · Begleitung
Laufendes Monitoring, Reports, jährliche Strategie‑Reviews – unabhängig von Produktanbietern
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
Depotanalyse & Optimierung
✔ Kosten-Check: Wo zahlen Sie zu viel?
✔ Risikoanalyse & Diversifikation
✔ Optimierung Ihrer Anlagestrategie –
auf Ihr Leben abgestimmt
→ Ideal für Anleger, die mehr aus ihrem Geld machen wollen – ohne Provisionen.
Altersvorsorge-analyse
✔ Analyse bestehender Verträge
(Versicherungen, Riester, Rürup, etc.)
✔ Steueroptimierte Empfehlungen
✔ Entscheidungshilfe: ETF-Depot,
Versicherungsmantel oder
Hybridlösung
→ Für alle, die ihre Altersvorsorge aktiv gestalten und nicht dem System überlassen wollen.
Ganzheitliches Finanzkonzept
✔ Individuelle Zielklärung (Sparen,
Familie, Altersvorsorge,
Absicherung)
✔ Analyse aller Vermögensbausteine
✔ Integrierter Strategieplan für
Vermögensaufbau, Liquidität und
Sicherheit
→ Für alle, die Ordnung, Struktur und Klarheit in ihrer Finanzwelt suchen.
Vermittlung von Netto-Tarifen
✔ Zugang zu Netto-Tarifen
✔ Unabhängiger Vergleich + Kosten-
Check – Vorher/Nachher transparent
✔ Nutzung des Versicherungsmantels
für optimiertes Ansparen und
Entnehmen
→ Ideal für alle, die ihre Vorsorge kosteneffizient, provisionsfrei und steueroptimiert – unabhängig & transparent – gestalten möchten.
Beratung auf Stundenbasis
✔ Einzelberatung zu spezifischen
Finanzthemen
✔ Zweitmeinung zu bestehenden
Angeboten
✔ Schnelle Hilfe – persönlich, online
oder telefonisch
→ Ideal für punktuelle Unterstützung, ohne langfristige Bindung.
Vermögens-verwaltung
✔ Maßgeschneiderte Strategie &
Anlagerichtlinien
✔ Kontinuierliches Portfolio-
management & Rebalancing
✔ regelmäßige Reports, klare
Entscheidungen
→ Ideal für Anleger, die ihr Vermögen professionell, unabhängig & provisionsfrei managen lassen möchten.
OUR CLIENTELE
Why HOLON?
“A workshop that inspires”
The workshop with André Käting was a real benefit for us. The content was not only well-founded, but also practical and clearly presented.
I had the impression that the entire team was very enthusiastic – I certainly was!
Working with HOLON is professional, pleasant and on an equal footing.
I look forward to a long-term collaboration.
Linus Edwards
Managing Director
Action Help for Children e. V.
Häufige Fragen
