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Passion is our Motivation

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  1. Home
  2. Expertise
  3. Our Approach

- Our Approach -

Maximum passion for maximum performance

 

We are passionate entrepreneurs, family people, athletes, visionaries and supporters who will never give up, will change the world and will keep our values alive.

 

And we are passionately true to our roots. Our handshake is a promise and our word is our bond. With our passion, the necessary know-how and our many years of experience, you have a strong and reliable partner on your side. We have the heart, the courage and the network required to overcome even the greatest of challenges in collaboration with you. Let us take the strain so that you can enjoy more time for your passions.

Four people from the MSR management team stand together in the office

We take on the responsibility – You decide how much!

– Our Services –

How we support you

Our advice will be tailored to your individual circumstances to the greatest possible extent

  • Detailed inventory
  • Total wealth management
  • Creation of efficient asset structures
  • Development of individual investment concepts
  • Shortlisting of ideal service providers
  • Optimisation of fiscal and legal matters
  • Transparent reporting and management accounting
  • Ongoing risk analysis
  • Succession planning
  • Cross-generational family strategies
  • Cost optimisation
  • Contingency plans for all eventualities
  • Execution of wills
  • Establishment and management of trusts


Burden Sharing & Strategy

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Guidance & Structure

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Change & Sustainability

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With our cross-generational approach, we provide support to families with complex assets, ensuring that the family’s assets are protected in the long term.

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Assets

We look into your family’s individual assets and contracts, and review them for any fiscal and legal issues. We see it as our duty to adjust the risk of your total assets, and to create an efficient, cost-optimised and transparent asset structure for you. We are committed to ensuring that all investment decisions are based on the goals we have set together. 

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Foundation

Foundations provide vital support and are an intrinsic part of our society. Anyone who establishes a foundation wants to make a difference, demonstrate a sense of responsibility towards their fellow citizens, carry on a family tradition, or get their personal estate in order. We will support you in your venture and provide you with advice as you set up your foundation. We have many years of experience in foundation management and will be happy to help you with our expertise.

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Generations

We will help you draft a family constitution, which will help guide future generations of your family and preserve your assets in the long term. With great sensitivity, we will take on the role of driving force and facilitator both for your family and for the tax and legal consultants involved. We attach great importance to an open and trusting approach to dealing with one another. 

[Translate to Englisch:] Termin vereinbaren

Arrange an appointment with us

Contact us now
1
Bad Waldsee
Münster Stegmaier Rombach
Family Office GmbH
Biberacher Straße 116
88339 Bad Waldsee
Germany

T. +49 (0)7524 9785–0
•
f. +49 (0)7524 9785–200

E. info@remove-this.msr-familyoffice.de
> Location map

> Feel free to use our charging points for e-cars at our location in Bad Waldsee.

2
Munich
Sendlinger Straße 29-31
80331 Munich
T. +49 (0)89 38899377
E. muenchen@remove-this.msr-familyoffice.de
> Location map
3
Stuttgart
Augustenstraße 1
70178 Stuttgart
T. +49 (0)711 66453375
E. stuttgart@remove-this.msr-familyoffice.de
> Location map
3
Hamburg
Neuer Wall 88
20354 Hamburg
T. +49 40 29812077-0
E. info@remove-this.msr-familyoffice.de
> Location map
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