Family Office

OUR EXPERTISE.
YOUR SECURITY.

Based on our long-standing expertise in the management of family property, we offer a comprehensive portfolio to match your individual requirements. The management of liquid assets is one of our specialities.

OUR FAMILY OFFICE TAKES ON THE MANAGEMENT OF YOUR TOTAL PROPERTY:
  • In all matters of asset structure, we put your personal preferences in regard to returns and risks into focus.
  • Whether it’s about investment administration, finding external consultants, checking agreements or providing informative reports: your benefits are manifold.
  • We continually review your portfolio objectives. Whenever individual parameters diverge, we will immediately readjust after consulting with you.
  • We will manage the entire administration for you – from accounting to assets documentation.
IN ADDITION, WE OFFER NUMEROUS OTHER SERVICES:
  • Sustainable investments
  • Solution offers and administration services for your illiquid investments (direct shareholdings, private equity, venture capital, real estate)
  • Foundation and philanthropic solutions
  • Asset planning
  • Mezzanine capital solutions
  • Access to our network spanning other relevant domains within the economic region of Germany, Austria and Switzerland

INDEPENDENCE

„Independent thinking is a key to success in investing. This credo from Warren Buffet perfectly reflects the philosophy of our Multi-Family Office.“

Sergej Taran

Portfolio-/Asset Management

NEUTRALITY, CONFIDENTIALITY AND UNCONDITIONAL CLIENT-ORIENTATION ARE THE HALLMARKS OF OUR FAMILY OFFICE.

Our professional and experienced consultants stand by your side as trusted partners. In matters such as family governance, family constitution etc., we will furthermore refer you to the best experts from our large network.