Future-proofing family values with passion and vision
We are experts in the field of wealth management preserving and growing the assets of high net worth families. As a multi-family office, our independence and our expertise in total wealth management are what set us apart from our competitors. Leave the selection of managers, management accounting and reporting, and the transparent presentation of your asset structure to us. We provide families with all-round, long-term and discreet support. We are long-term partners for every generation of the family. If there is a clash of interests, aims or expectations between family members, we can act as mediators and help you navigate any issues that arise. With great sensitivity, understanding and many years of experience, we will make life easier for you. Together, we will develop a strategy that is unique to your family.
Dr Hermann-Siegfried, the Count of Münster, and Johannes Stegmaier founded our company in 2001. In so doing, our founding partners set the course for our future: they opted to be independent. This independence means that we are free from any conflicts of interest. We made the decision back then to focus on you and your individual needs. That is why we are always able to provide you with the best possible advice today.
With over 45 employees, three locations and four managing directors, today we stand for top quality and complete reliability. The majority of our clients come to us on recommendation. Today, we look after around 35 high net worth entrepreneurial families, with members who live both at home and abroad. Many of them are already in the next generation.
Reliability is important to us. We want to lead by example: our young employees demonstrate to future generations of customers that they will continue to enjoy peace of mind. Your assets – constantly monitored, wherever you may be. Your consultants – always available, from anywhere in the world. Your flexibility – maximised by our independence, extensive range of services and cutting-edge communication technology. We are here for you.
Refrain from always following a predestined path, for it only leads where others have already walked.