More than 3 years of Bodewise AG - entrepreneurial thinking, long-term support

Today, we look back on more than three years of Bodewise AG. What began as a shared vision of Philip Weis and Julian Boaden has evolved into a dynamically growing company with clear values and a dedicated team of seven. Our path is characterised by organic growth, driven by a consistent focus on quality, foresight, and substance.

From the outset, our ambition has been to be more than a traditional financial services provider. As an independent family office, we support our clients in a holistic and long-term manner, often across generations. We create structure, perspective, and trust in an increasingly complex environment.

Our guiding principles remain unchanged:

• Long-lasting, trust-based relationships
• Individual and independent advice
• Strategic perspective and continuity
• Holistic thinking
• Maximum transparency

We see every day how valuable a single, central point of contact is across a wide range of life and wealth matters, from asset structuring to family and succession planning. We think in years, but plan in decades.

Our sincere thanks go to all who accompany us on this journey: our clients, partners, our advisory board, and above all our team, the foundation of our entrepreneurial work.