Future-proof  wealth planning services for families

Secure your legacy and ensure the effective management of your wealth now and for the generations to come.

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OUR Services

Your wealth, our expertise

Professionalize your structures, take back control, and prepare your wealth for all future scenarios.
Service

Governance

Effective governance FOR longevity of your wealth

Our governance strategies encompass the structures and processes necessary for managing your family's assets, ensuring accountability, and aligning your wealth with your values and goals.

Othis Wealth Solutions is dedicated to implementing robust governance systems that safeguard your assets and foster a lasting legacy.

Service

Inheritance

Inheritance planning is more than just distributing assets

Our inheritance solutions provide you and your family with the necessary structure and processes to ensure stability, tax-compliance, and alignment of all involved parties.

Othis Wealth Solutions provides comprehensive inheritance planning services tailored to protect your legacy.

Why us

Where Trust meets Technology

A unique combination of  personalized advisory and cutting-edge digital solutions
Successful strategies established for multi-generational families
Join the ranks of multi-generational families who trust Othis for proven and sustainable strategies.
Understanding of the needs of the next generation
We understand firsthand the unique challenges and opportunities faced by the next generation of wealth.
Technology-embedded for shared wealth access across the family
Integrating technology for seamless access and collaboration, empowering every member of your circle.
1

Initial Consultation

Our journey together begins with a comprehensive consultation to understand your wealth landscape, aspirations, and challenges. This initial step helps us define the scope of the collaboration.

2

Customized Proposal

Based on our initial assessment, we craft a tailored proposal outlining the foundational strategies, focusing on inheritance planning, governance, and additional services required for managing your wealth professionally.

3

Implementation of State-of-the-Art Processes

Ultimately we implement cutting-edge strategies designed to optimize your wealth management structure, ensuring your assets are protected and poised for growth.

We accompany you, designated family members, partners, and other advisors during this process and ensure a smooth and fast conclusion.

4

Ongoing Monitoring and Update

Proper wealth management is a continously evolving process. We offer onoging monitoring and regular updates to your wealth management landscape, ensuring it remains aligned with your goals and responsive to changing circumstances.

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The power of collaboration. Our goal is to ensure a harmonious and integrated approach to managing your wealth, leveraging the best expertise available.

We work alongside your existing financial advisors, legal representatives, and tax advisors. Or we can introduce you to our network of trusted and established partners.

Our Selected Partners
Our approach

The Othis philosophy

Offering an unparalleled experience that combines the efficiency and accessibility of technology with the depth and nuance of human expertise.

Meticulous preparation today lays the foundation for securing wealth across generations tomorrow.

Stefan Haubner - Othis Co-founder & COO
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Personal

Each individual and family has unique goals and challenges.
We offer

Discreet

Privacy, confidentiality, and loyalty are paramount for us.
We uphold

Proven

Proven strategies and processes are the foundation for our track record of success.
We employ
Starting with Othis

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Choosing Othis Wealth Solutions means partnering with a team that is committed to your financial success and legacy.

Our blend of digital innovation, proven strategies, and comprehensive advisory services makes us the ideal choice for individuals and families seeking to navigate the future of wealth with confidence and clarity.

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