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Family Office

We offer our Multi Family Office service for wealthy families as well as for owners of large companies. Our approach extends not only to private assets, but also to entrepreneurial aspects.

We look at your entire assets and think through the necessary strategies and structures. Our core task is the growth, structuring and holistic presentation of our clients' assets. In doing so, we consider not only the rational but also the emotional aspects, which are of great importance in the life of every family.

Taking into account your individual wishes as well as those of your family, topics are identified and prioritised, risks evaluated and opportunities highlighted. From this, we derive our recommendation regarding the weighting of asset classes for your individual strategic positioning.

The decades of experience of our family officers for liquid and entrepreneurial assets give you the security to enter into an entrepreneurial dialogue with us. We place the highest value on discretion and competent client-related advice.

Viable risk strategy at total asset level

Holistic care across generations


  • Financial planning to determine the status quo
  • Regular & consolidated reporting
  • Risk management
  • Asset structure analysis


    Strategic asset allocation
    Optimisation of liquid assets:
  • Stocks
  • Fixed interest securities
    Structuring of the non-liquid assets:
  • Real estate
  • Equity investments
  • Alternative Anlagen
  • Gold, commodities

Entrepreneur advice

  • Firewall
  • Succession planning
  • Corporate und Family Governance
  • Foundation solutions
  • Support in raising debt capital

Your contact for the Family Office:

Frank Wehking
Family Office