Family Offices

Within a family office, the assets of a family or multiple families are managed and comprehensively supervised. The advantage: the entire wealth - from one's own company, to corporate investments, real estate, capital investments, and possibly art objects, etc. - can be individually structured and managed, and tax planning can also be coordinated. Based on a family charter, all family members are involved. In this way, you lay the foundation for the future early on and design both inheritance and contingency planning for unforeseen events. Thus, nothing is left to chance.

With a family office, it is often possible to establish an institution with which all family members can identify, which ensures family cohesion across generations, and which, if necessary, maintains the connection to the family business. It thus also serves as a valuable mediator in internal family matters.

Accordingly, the range of tasks is diverse: It primarily includes creating asset transparency, determining asset allocation, and reviewing compliance with investment criteria and return expectations. In addition, it supports the family in tax and legal matters and takes on important organizational tasks. This also includes orderly succession planning and, if necessary, foundation management.

Depending on the scope and composition of the assets, a family office may also deal with topics such as philanthropy, art and lifestyle investments, or provide concierge services.

All of this only works with an efficient organizational structure and a functioning governance structure.

Our advisory approach covers the entire lifecycle of a family office. From implementation, ongoing advice on business, tax, and legal matters, support in special situations such as accompanying transactions, to the optimal organization of asset succession or the design of foundation models.

In doing so, you benefit from a team of advisors that masters the entire spectrum, from legal structuring to business management and tax consulting, all the way to succession planning, and develops individual solutions from a single source with a deep understanding of family-oriented corporate cultures together with you.

As a partnership-led company, we ourselves embody the values and principles of a medium-sized family business: sustainability, trustworthiness, reliability, and the courage to innovate distinguish us. This makes us the right sparring partner for you on equal footing.

Our services at a glance