Our independent advice.
We act as a fiduciary advisor, completely independent of financial institutions, with your best interests as our sole motivation. We cut through the complexity of your assets to bring structure, clarity, and transparency.
Reporting & Consolidation
For those who have assets spread across multiple banks, asset managers, portfolios, or asset classes and need a single, clear overview.
Strategic asset allocation
For those who want to make decisions about the allocation among stocks, bonds, cash, private assets, real estate, or other asset classes.
Estate and Wealth Planning
Legal and tax solutions tailored to your personal and professional situation, so you can look to the future with confidence.
Strategic guidance
for high-power applications.
Family office guidance
For families seeking support with their overall wealth, governance, reporting, and long-term decisions.
Institutional advice
For institutional clients and (professional) firms seeking independent advice in addition to or in conjunction with asset management.
Advice for business owners
Advice on structuring business and personal assets.
How we work.
We start by taking a comprehensive look at your financial situation and build a clear, objective approach step by step. You remain in control throughout the process, while Econopolis provides structure, analysis, and independent advice.
Expertise in public procurement
The team combines expertise in macroeconomics, stock and bond selection with experience in asset allocation and risk management. This provides clients with a broad and well-founded perspective on their assets.
Short lines of communication
Thanks to its flat organizational structure, Econopolis operates quickly and directly. This ensures that clients always have access to up-to-date information, clear insights, and tailored advice.
Cost Optimization
Econopolis negotiates competitive and transparent fees with custodians and asset managers. This provides clients with greater clarity on costs and a more efficient asset structure.
Our fiduciary advice.
Thanks to our experience, multidisciplinary expertise, and direct lines of communication, we ensure structure, transparency, and trust at every stage of the asset management process.
