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Family Office

Family assets are usually created over a period of many years. They are often the result of the successful interaction of different generations. As the owner of such assets, you only want to entrust them to a partner who is as professional as he is trustworthy.

We are happy to take on this task and offer you a comprehensive family office set-up. We place the highest value on discretion and competent client-related advice.

Viable risk strategy at total asset level

Holistic care across generations

Transparency

  • Financial planning to determine the status quo
  • Regular & consolidated reporting
  • Risk Management
  • Asset structure analysis
  • Strategic asset allocation

Anlage

Optimization of liquid assets

    Structuring of non-liquid assets:
  • real estate
  • shareholdings
  • Alternative Investments
  • Gold, raw materials

Entrepreneur consulting

  • Firewall
  • Succession planning
  • Corporate und Family Governance
  • Foundation Solutions
  • Support in the procurement of external capital

Your contact for the Family Office:

Frank Wehking
Family Office