Family Office
Family Office
Family Office
As a family office, we support you in wealth matters from conception to structuring to implementation. We see ourselves as partners, develop solutions and accompany you during implementation.
A key focus of our work is the holistic planning of your assets. We work with you to develop realistic goals and, based on this, develop an individual and long-term wealth concept – also across generations.
With the help of our transparent and comprehensive reporting system, we are able to display a wide variety of assets. This gives you a comprehensive overview of the current status of your assets at any time.
This data also forms the basis for efficient management of your overall assets in order to achieve your long-term wealth goals.
Structure
- Structural asset planning
- Asset allocation advice
- Portfolio construction
- Initiation of private funds
- Manager selection
Realize
- Asset Management
- Liquidity management
- Project management
- Office services
- Overall coordination
Check
- Reporting
- Risk management
- Asset controlling
- Cost control
- Manager due dilligence