Turning Today's Wealth Into Tomorrow's Legacy

Helping founders and investors grow, preserve, and manage equity with expert guidance and transparent updates.

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Our Company

Your Trusted Partner in Wealth Management

With over 20 years of experience managing wealth for clients worldwide, our team specializes in creating personalized financial strategies that deliver results.

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Assets under management
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Trusted clients globally
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Years of experience
Handelsblatt
Money
Die Zeit
Fonds
Börse
Extra
Allurion

Trusted by more than 12,000 financial companies in 140 countries.

Services

Our Financial Solutions

Our suite of services is designed to meet all your financial needs, whether you're planning for retirement, investing in global markets, or building an estate plan.

Investment Management

Investment strategies to meet your goals.

Retirement Planning

Secure your financial future with expert guidance.

Estate Planning

Protect and preserve your legacy.

Tax Strategies

Minimize taxes while maximizing growth.

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Benefits

Why Choose Us?

Our suite of services is designed to meet all your financial needs, whether you're planning for retirement, investing in global markets, or building an estate plan.

Investment strategies for every client.

Our prefabricated panel assembly allows us to deliver your home up to 3x faster than a typical construction. With a clear budget and a predictable timeline, you get less unfortunate surprises.

Financial advisor to guide you through every step.

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Low fees, full transparency, and a proven track record.

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Access to top-performing investment opportunities.

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Team presenting financial insights

Testimonials

What Our Clients Say

Our suite of services is designed to meet all your financial needs, whether you're planning for retirement, investing in global markets, or building an estate plan.

★★★★★

Thanks to their guidance, I achieved my financial goals and built a stable future for my family.

Sarah Thomas
Chief Executive Officer
★★★★

The team provided exceptional service and tailored solutions that perfectly matched my investment needs.

Michael Lee
Founder

Frequently Asked Questions

Straightforward answers before you book time with our team.

We focus on investor-grade, founder-led rounds with clear compliance. Instead of one-off campaigns, FundEQ gives you an ongoing investor operating system.
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We are a full-service financial company founders trust to create products that become verbs

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