Financing
Financing structures that align wealth, tax, and strategy - from the first assessment to the final execution.
Overview
Behind every financing question there is usually a bigger decision.
An investment that should move the company forward. A home that should become part of a family story. A structure that should protect a life's work. Before numbers move, we first understand the context behind them.
At Wealthgate, financing is never treated as an isolated topic. It is one element of the full picture - connected to wealth structure, tax sustainability, and long-term strategy.

From practice
An entrepreneurial family wanted to invest in digitalization and growth. The vision was clear. The financing was not.
The strategic goal was clear. But numerous subsidy programs, unclear combinability, and limited internal resources made the execution complex. A story about the difference structure makes.
Your Wealthgate Specialist
Personal care begins with personal responsibility.

Heike Frühwirth
Director Financing
Heike Frühwirth has accompanied financing volumes in the mid three-digit million range over three decades — from private property financing to corporate financing to project financing.
At Wealthgate, she leads the financing division with an attitude that has run through her entire career: financing is not a technical topic, but a matter of trust. Solutions only emerge when you truly understand what someone needs.
„I connect numbers with people. That is what makes my work effective - and lasting."
Related Insights
We combine the expertise of our team with reliable assessments from practice to create a relevant advantage for our clients.

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