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Trusted for more than 150 years
Our family office services: security for generations
Our Family Office Services provide more transparency for complex asset structures and attach great importance to individually adaptable financial solutions in terms of liquidity, financial and retirement planning, and estates.
Families with complex ownership and asset situations need financial solutions tailored to their needs.
They are looking for financial structures that address their individual needs and offer transparent solutions. These include, for example, sound liquidity planning, long-term tax optimisation, and sustainable retirement and estate planning. Existing values are preserved and can be passed on in a targeted way from generation to generation. We would be happy to accompany you personally in this process and, above all, advise you holistically. You can count on competent structuring and discreet control of your total assets. In this way, the commitment shown in our sustainable family office services can be equally valuable for all members of the family and pay off for the long term.
Our Family Office Services offer a wide range of optimisation measures and demand-oriented services:
- Strategic asset advice
- Holistic asset controlling, risk management, and reporting
- Foundation advice, charity, and philanthropy
- Real estate advice
- Succession planning
- International relocation
- Office services
Get good advice in all respects – with additional business services that fit.
Treasury services
The more volatile the markets, the more important the instruments. Our treasury services ensure a good night's sleep even in volatile times.
Invitations to tender
We support you throughout the entire invitation to tender, and our managers provide qualitative and quantitative advice on all important points.
Foundation advice
Expertise, network, and discretion. We provide custom-made advice for foundations, also supporting you when setting them up.
Family office services are a win for the whole family. Also for you?
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Do you have any unanswered questions? We'll find the best solution for you.
Get in touch with us
Give us a call. We're also happy to assist you by phone.
Let us advise you
Do you have any unanswered questions? We'll find the best solution for you.
