Patrick Ott at Chambervelt, Rooselain & Cie. Ltd. offers a free advisory and quotations service on all kinds of insurance and financial planning for English-speaking clients in Germany. Click to make a free enquiry. The following services are included:


Health insurance, German and international
Renter's property insurance
Home owner's insurance
Legal insurance
Third party liability
Disability / life insurance

Private pension plans
Corporate pension plans
Tax saving pension plans

Investment planning
Asset allocation check
Markowitz portfolio analysis
Tax saving investments
Real estate investment
Private equity investments

C R & Cie.

About Chambervelt, Rooselain & Cie. Ltd ( C R & Cie.):

German laws, rules and regulations are the most complicated in the world. As an annoying side-effect for Expats, simple issues like finding the right health insurance, custom-tailored pension plans or alternative investment opportunities which fit your personal profile can be very tiring without some expert advice. Furthermore: Your financial life is as individual as a fingerprint – one size does not fit all to this regards. That's why having your own C R & Cie. financial advisor is so important in order to get a really personalized, financial plan based on your daily needs, long-time objectives, goals and dreams. Experience for instance from financial planning in the USA has provided us with the knowledge that people with a financial plan are more satisfied with the planning and management of their financial affairs than others. Empirical evidence tells us, too, that baby boomers who have worked with a financial advisor have nearly twice as much in retirement savings.

C R & Cie. is a specialized service fully streamlined for and dedicated to the ExPat-community in Germany and not just an appendix to some standard bank or insurance. The range of services and the completely independent advise are the result of more than 1 year focussing on the needs and wishes of ExPats. If you want to have some references about the quality of our advise and services, we’ll be happy to provide you with recommendations from other ExPats who have become our clients since 2005. Here in Germany we offer bi-lingual English/German advisory for those native English speakers who require top professional services and consultancy. Your contact in our Munich based main-offices, Patrick O. Ott, is a highly accomplished professional of 39 years with profound experience in finances and with a degree from the Harvard Law School in International Taxation as well as a Master of Public Administration from the Harvard John F. Kennedy School. The advisory service is free of charge.We can offer service and advice either by Email and phone for all of Germany, or at our office in Munich city or your home or place of business if you live in the greater Munich area.


If you like to be contacted in confidence, please send an enquiry to Patrick Ott using the form below. He will answer you within 48 hours at the latest. For direct contact to Patrick please call 0700 226525688 (from within Germany). Note that all quotations and advisory services are free of charge.

Contact: (telephone and/or e-mail address)
For customer reviews and feedback of Patrick's services, see his ad in the chat forum: C R & Cie. finance

C R & Cie.
Senior advisor: Patrick Ott
Tel.: 0700 226525688

Page created: 15.Mar.2006 - Edit