– Family Office –

What does a family office do?

A family office provides families and asset holders with support in all aspects of managing their assets. The foundation for this is a long-term, cross-generational investment and management strategy and, depending on the individual situation, a family strategy and succession plan as well.

According to the German Association of Independent Family Offices (VuFO), a reputable and professional family office is underpinned by its expertise in total wealth management freedom from conflicts of interest, independence and remuneration on a fee basis.

Our Promise

As a founding member of the German Association of Independent Family Offices, we conduct our business in accordance with the VuFO Code of Ethics:

Our first priority is always the interests of the families and asset holders in our care
Our clients can rely on our integrity, honesty and candour
Our consultancy service is always objective, relevant and tailored to individual circumstances
We are aware of our special position of trust and will use it in a responsible manner
The quality and professionalism of our work are our top priority
We recognise potential limitations to our professional expertise and seek the assistance of specialists, where necessary
Strict confidentiality is of the utmost importance to us and we guarantee complete discretion
We are always level-headed, conscientious and diligent in our approach to work

Burden Sharing & Strategy

Guidance & Structure

Change & Sustainability