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 du ring 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.
Strukturieren
- Strukturelle Vermögensplanung
- Asset Allocation Beratung
- Portfoliokonstruktion
- Initiierung von Privatfonds
- Manager-Selektion
Realisieren
- Asset Management
- Liquiditätssteuerung
- Projektmanagement
- Office Dienstleistungen
- Gesamtkoordination
Kontrollieren
- Reporting
- Risiko Management
- Asset-Controlling
- Kostenkontrolle
- Manager-Due-Dilligence