Because every family has its own unique needs, there are as many ways to set up a multi-family office as there are families. Some provide basic administrative support, while others provide broader services, including wealth management, risk management and family governance.

By focusing on the unique circumstances of your family, we first identify the priorities that are relevant to you. Then we develop long-term strategies and use our know-how in the areas of accounting, tax and law to support you in making your company and your own family office resilient.
 
The services in our Global Wealth Management and the Multi Family Office involved go far beyond classic wealth management and include the following main areas:

Multi Family Office

GLOBAL WEALTH MANAGEMENT SPECTRUM

A multi-family office can help with this, . . .


  • to protect the privacy of the family,
  • to simplify the administrative burden
  • to oversee the family's assets and businesses,
  • to pool resources for investments,
  • Risks faced by the family, to manage and
  • ensure continuity across generations.

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We understand global wealth management to mean contemporary asset management for wealthy individuals, families, companies, etc. We take your goals and interests into account and plan them carefully in order to successfully place, maintain and further optimize your investments on the global markets.

We use a global network consisting of experienced and technically competent experts who act independently of banks, institutions and their own product specifications, evaluate the market loyally and access their expertise.

We give you exclusive access to special platforms and analyze them together with you for further decision-making. In doing so, we have developed individual investment strategies/concepts for the different life cycles of our clients, taking into account the tax and legal peculiarities.

In our Global Wealth Management we have established a multi-family office, where we manage the assets of several wealthy families. 

The way wealthy families manage their affairs and control their wealth is constantly changing. Increasing complexity, new legal norms and regulations are just some of the reasons why many families choose a multi-family office to ensure better management of their assets in the long term.

GLOBAL WEALTH MANAGEMENT SPECTRUM