Family Investment Office

Preserving what matters – shaping the future

Are you looking not only to preserve your family’s assets, but to actively shape them – responsibly and with future generations in mind? Are you investing in real estate, looking into company holdings or considering your options when it comes to funds? Maybe you’re interested in crypto assets or art investments.

Whether you make decisions as a family or through a family office, the demands of structuring and managing assets have never been more complex. Regulatory frameworks, tax consequences and special legal features require bespoke advice – well-founded, forward-looking and always aligned with your family’s interests.

Our family-investment specialists are trusted partners, dedicated to supporting you in your investment journey. We will provide you with legal and tax advice from a single, comprehensive source – with interdisciplinary teams specialising in individual asset classes. Our support extends beyond planning, to implementing and managing your structure over the long term. Meanwhile, integration is at the heart of what we do: We draw on decades of experience advising family enterprises and high-net-worth individuals on complex topics such as succession planning.

Expert advice on asset classes:

Are you looking to acquire or hold real estate?

We’ll advise you on the right structure for you – as a private individual or via a company or foundation.
We’ll support you in cross-border-investment matters, address inheritance tax questions, and
provide comprehensive advice on all tax issues surrounding your real estate.

Are you considering fund investments or exploring investment structures?

We’ll assist in selecting and structuring private equity or ESG funds,
create secure legal and tax models for direct funds and umbrella funds, and
provide ongoing support with reporting and structure updates.

Are you interested in crypto assets?

We’ll handle all legal and tax issues relating to the acquisition, management and sale.
We can also advise you on integrating crypto assets into existing trusts or foundations.

Are you planning to invest in enterprises at home or abroad?

We’ll guide you through acquisitions, exit scenarios and financing models,
advise on family investment portfolios, and
provide legal, tax and economic expertise.

Taking responsibility. Securing assets. Connecting generations.

Are you seeking advice that understands your values and safeguards your vision for future generations? Our clients trust us to guide them individually and comprehensively. We work with family businesses and family offices on: