Family Office
The management of family business related wealth requires special sensitivity and a lot of experience. As a reliable partner, our family office protects already existing values, efficiently manages your wealth and also assists you in controlling, managing and optimising substantial family assets.
We place great emphasis on an integrated advisory approach: Combined advisory assignments in the areas of family office, corporate finance and M&A counter the often isolated approach of individual advisors. This approach enables much more efficient project management and represents a saving of time for the wealthy client.
Modular service concept
The individual services as a whole form a highly efficient service concept. Depending on the requirements of each client, the employment of individual modules might be applicable. Our family office offers the following services:
- Transparent reporting even under complex financial circumstances.
- Strategic advice on the allocation and management of total assets.
- Optimisation of asset allocation and cost structure, as well as selection of products and services.
- Coordination of tax accountants, auditors and all financial partners.
- Representation and leading of negotiations with all contractual partners.