Family office

Family office

Our key services for family offices and entrepreneurial families

Family Office Services

  • A single point of contact for all wealth management issues
  • Continuous review of assets for external and internal changes
  • Coordination of asset managers, banks, tax advisors, lawyers, auditors and property managers
  • Access to specialist knowledge and tried and tested solutions
  • Selection/ assistance in the selection of external experts and specialists
  • Representation of the client at shareholders’ meetings etc.
  • Asset controlling & reporting services
  • Protection of assets against all conceivable risks (asset protection)
  • Analysis of industrial participation options
  • Restructuring and further development of the industrial shareholding
  • Interim management or permanent board position at the industrial holdings

Investment advice

  • We offer bank-independent investment advice & financial portfolio advisory services.
  • The individual client’s wishes and goals are determined in a discussion and we use this information to develop an individual investment strategy. If the client wishes, he or she can delegate the decision on the implementation of the strategy to his or her own bank.
  • However, you decide how involved you want to remain in the investment process.
  • We take over the analysis and evaluation of the periodic reporting received from your custodian bank.
  • We hold regular strategy meetings and communicate any resulting changes to your personal investment strategy to your custodian bank.

Investment advice

  • We offer cost-efficient and bank-independent investment advice. As an independent advisor, we act exclusively in the interests of our clients, for which we are remunerated with a purely volume-based and/or performance-based fee.
  • The individual client’s wishes and goals are determined in a discussion and we use this information to develop an individual investment strategy. In the case of investment advice, the decision on whether to implement our recommendation always lies with the client.
  • We take over the analysis and evaluation of the periodic reporting received from your custodian bank.
  • We hold regular strategy meetings and communicate any resulting changes to your personal investment strategy to your custodian bank.