Protection & Retirement
Protection and retirement planning that connects wealth structure, legal realities, and long-term life strategy - instead of isolated products.
Overview
Retirement planning is often pushed aside - yet missing protection can endanger everything built over many years.
For entrepreneurial and affluent families, it is a topic that is far too often addressed too late. Wealthgate approaches protection and retirement from the perspective of wealth and life strategy - not from product sales.
What is proactively necessary to remain sustainably well positioned? We help structure the topic correctly from a tax, legal, and personal point of view and embed it into the broader strategy.
From practice
A company with 1,000 employees wanted to introduce occupational retirement provision - sustainable, clearly explained, and genuinely useful for every individual.
Several providers were under consideration. The decisive factor was not price. It was something that cannot be compared in a spreadsheet.
Your Wealthgate Specialist
Personal care begins with personal responsibility.
Wolfgang Kurz
Managing Director Wealthgate Insurance
For more than 20 years, Wolfgang Kurz has advised entrepreneurs and affluent private clients on protection and retirement, with a focus on tax-efficient shareholder and executive pension structures as well as retirement planning for clients with little reliance on public systems.
What drives him is the conviction that most people start thinking about the topic too late - and that it makes a real difference when someone asks the right questions early enough.
„The foundation of every sustainable wealth strategy is protecting what you are building. Many people overlook that - until it is too late."
Related Insights
We combine the expertise of our team with reliable assessments from practice to create a relevant advantage for our clients.
Interview with our Director Capital Markets: Dennis Scherer
Was hat dich motiviert, Teil des Wealthgate-Teams zu werden? Ehrlich gesagt hätte ich die Wahrscheinlichkeit, dass ich meinen Job in den nächsten fünf Jahren nochmal wechseln würde, vor einem Jahr als sehr gering eingeschätzt. Bei der Börse in Stuttgart hatte ich ein großartiges Team und einen tollen Chef – ich war also rundum zufrieden. Christian …
Bericht für das 2. Quartal 2026
Liebe Geschäftspartner, Freunde und Interessenten des Wealthgate Family Office, heute erhalten Sie unseren aktuellen Quartalsbericht. Ich wünsche Ihnen informative Einblicke und viel Freude beim Lesen. Bei Fragen oder Anregungen sind wir immer gerne für Sie da und freuen uns über Ihren Anruf.
Bericht für das 1. Quartal 2026
Liebe Geschäftspartner, Freunde und Interessenten des Wealthgate Family Office, heute erhalten Sie unseren aktuellen Quartalsbericht. Ich wünsche Ihnen informative Einblicke und viel Freude beim Lesen. Bei Fragen oder Anregungen sind wir immer gerne für Sie da und freuen uns über Ihren Anruf.