Bank-independent family office with 20+ independent asset managers
Location
Frankfurt Am Main, Hessen, Germany
Employees
1-10
Founded
2009
Product Features & Capabilities
Bank-independent wealth management with 20 independent asset managers
Family office services including cross-asset planning and international wealth management
Management of private label funds and direct investments
Advisory on intergenerational succession and tax planning
Access to over 100,000 global asset managers
Other Considerations
Recognized as Elite Family Office by Handelsblatt and Elite Report; Awarded Jury Special Prize for Family Office in 2023; Licensed under §15 WpIG by Deutsche Bundesbank and BaFin; Serves clients with total managed wealth of at least 60 million EUR; Operates as independent, non-bank affiliated entity with no commission-based business models
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