Your Wealth, Our Responsibility
Family Office Services
Our Family Office Services provide comprehensive and holistic care, meticulously tailored to meet the unique needs of your family and your wealth. We recognize that your wealth carries not just material value but also embodies your values, visions, and aspirations for a sustainable future. That’s why we offer far more than traditional wealth management.
Our approach covers every aspect critical to the long-term preservation and growth of your family’s wealth: strategic wealth planning, succession and inheritance planning, management of real estate and business holdings, philanthropy consulting, as well as financial and tax optimization.
With a profound understanding of the unique challenges faced by wealthy families, we serve as your trusted partner. Our mission is to develop customized solutions that consider not only financial but also personal and intergenerational goals. In doing so, we safeguard not only your wealth but also your family’s legacy.
We are the central contact point and advocate for wealthy individuals, top executives, and (entrepreneurial) families for all questions related to wealth management:
Multi-Bank Reporting
The consolidation of complex wealth is a major challenge for many of our clients. With our multi-bank reporting, we offer you a comprehensive overview of all your assets and portfolios, regardless of which banks or financial institutions manage them. By consolidating all your accounts and investments into a single, central report, you gain a clear and transparent view of your entire financial situation. This ensures that you always stay informed and can make well-informed decisions to effectively manage and safeguard your wealth.
VIP Services
Our concierge services provide you with exclusive lifestyle support that extends far beyond traditional wealth management. We assist you and your family in all aspects of life, offering creative solutions even for the most unique or individual requests. We are always happy to discuss your special needs in a personal conversation!
Case Study - From Entrepreneur to Investor
In 2018, Friedrich T. sold his family business for 24 million euros as no succession was in sight. However, as a passionate entrepreneur, he had limited experience in managing his personal finances. In this new chapter of his life, he sought to focus more on his family and hobbies, such as diving and golf.
To compare the performance of his investments, he allocated 6 million euros across three different banks, each using the same wealth management strategy. Four years later, he found himself disappointed with low returns: after accounting for costs, only about 15% was earned. When factoring in inflation, the results were essentially break-even. Adding to his frustration were the frequent changes in advisors at two of the banks, requiring him to repeatedly explain his situation. Both he and his sons struggled to keep track of the various portfolios and to comprehend the banks' investment decisions. The family ultimately lost confidence that their interests were being prioritized by the banks.
On the recommendation of a friend, Friedrich turned to a Family Office for independent advice. The analysis revealed that his actual costs had been approximately 1% higher than communicated. Expensive investment funds, structured products, and in-house hedge funds of the banks had quietly inflated costs. Consequently, Friedrich decided to centralize his finances within the Family Office and entrust them with coordinating with the banks. Together, they developed a new strategic asset allocation that encompassed the total wealth, with a commitment to using only transparent investments in wealth management. An external reporting solution was also implemented, giving the family a clear, ongoing overview of their assets.
One of Friedrich’s other major goals was also realized through the Family Office: the purchase of a family villa in Mallorca, with full support provided in both property search and financing. He was particularly impressed with the workshops arranged for his sons, where they gained valuable insights into the complexities and potential pitfalls of banking transactions.
Mr. T. is grateful for his new, trustworthy contact and relieved to have found a long-term, consistent solution that will serve even the next generation. He values the transparency, honesty, and solution-oriented approach of his Family Office. Since making the switch, his returns have also improved significantly