Javascript is requiredNext Gen Connect | Bethmann HAL

For what lies ahead. And for those who shape it.

Our Program: Next Gen Connect

Request a Consultation Now
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Are you facing an inheritance or estate planning? This brings new decisions and responsibilities. It is important to clarify your goals, understand the structure of your estate, and make informed decisions about how to manage your assets. We are here to help you find your bearings and actively shape your future.

Lösungen für die ersten Schritte:

Community:

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Regular networking and sharing of experiences

Needs Assessment:

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Understanding expectations, developing tailored solutions

Entrepreneurship:

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Advice on Joining the Family Business

Portfolio-Check:

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Informal introductory meetings and discussions with subject matter experts

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Together, we'll develop your strategy for sustainable financial success.

You are currently going through a phase of significant change. Your asset structure should reflect this. We will guide you through the process of organizing your assets holistically and finding the right solutions. You will benefit from personalized advice, extensive experience, and exclusive access to opportunities.

An Overview of Our Services
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Schedule your personal portfolio review for wealth building today.

Would you like to know if your investment strategy aligns with your goals? We'll analyze your portfolio – with no obligation and in a way that provides meaningful insights. In doing so, we'll examine factors such as investment types, risks, position sizes, transparency, costs, diversification, account types, and, of course, your personal circumstances.

Schedule an Appointment Now
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Clarity in Business Succession

Our corporate banking team provides personalized support for your business decisions. Whether you’re considering investments, equity stakes, or acquisitions, you'll benefit from having dedicated contacts for all your financial needs.

With the "Walk of Change" app, you can explore – whether as a potential successor or as an entrepreneur – what might be the best path for you personally in an engaging way.

Zur App

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Wealth Planning is Life Planning

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Our Services for Corporate Clients

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Succession Planning and Arrangements

Two Bethmann HAL clients are sitting on a sofa in a cozy setting, discussing shared topics, plans, or decisions in a relaxed atmosphere.
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Do you have any questions or suggestions and would like to contact us? Please feel free to use our contact form.

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