Family Office Services
High Net Worth Individuals Services
HNWIs & Family Office Coaching
Asset Management
Form assets, differentiate assets, increase assets, reduce taxes and protect assets
Asset Management - What we can do for you
Together with you, and with the necessary sensitivity, we would like to create or optimize an asset structure that yields sustainable profits and thus secures assets in the long term. The investment structure should, as far as possible, have no „blind spots“, our experts will make sure of that. Our goal is to work with you and your family members to ensure a wealth structure that spans generations and is tailored to individual lifestyles. Through our unique global network, we can provide you with investment opportunities that fit you and your portfolio. We are prepared for change, if your goal is new structures, processes, different investment decisions and more professionalism, in the sense of an institutional character. Get in touch with us.
Together & intergenerational - we built a real Team
The future of your assets depends on the people you trust and make your advisors. Who recognize which investments suit you, understand your overall strategy and want to implement it together with you without the influence and interests of third parties. We develop for you and with you, customized multi-asset investment strategies and solutions that are tailored to your goals and your risk tolerance. So we can grow and protect your wealth and provide for your family for generations to come. Talk to our advisor for high net worth individuals and families. We care about you! We are the right partner for you in Europe, North America and Canada.
Clear Focus
The HUMAN – the FAMILY – each generation should be able to realistically realize and provide for itself, humanly and financially.
Our Services Asset Management
Investment Options
Fixed income and bonds
Stocks
REITs
Commodities
Mutual Funds
Exchange Traded Funds
Cryptocurrencies
Forex
Alternative Investments
Impact investing
Venture Capital
Direct corporade investments
Real Estate
Luxury Goods
Structured Products
Hedge Fonds
Asset Protection
Expatriation/Relocation
International Trusts
Modern Portfolio Theory
Hedging
Risk Management
We stand for continuity in asset management. We have succeeded in this because we listen to your needs and the needs of your family and work hand in hand with you to analyze your needs and advise and act accordingly. We are always ready to face the changes of a dynamic industry and to actively shape them. As a modern and forward-looking asset manager, we see it as our responsibility to offer innovative investment solutions that also integrate sustainability aspects. We create wealth across generations and are prepared for change or transformation from your side at any time.
Due to complexity, uncertainty and the regulations of today’s markets, the need for customized investment and risk management solutions is growing. With our many years of expertise in this area, we support you in one or more topics, gladly also interdisciplinary.
Spend Your Retirement Abroad
We provide comprehensive services for HNWIs regarding different lifestyles and retirement abroad. We take care of every detail that you can enjoy a fantastic retirement no matter where.
Executive & HNWIs Coaching
Is your personal life plan meaningful, balanced, inspiring and life-affirming? Does your current quality of life match what you hope for?
Mark Pfeil – Executive and HNWIs Coach, accompanies you on the next step to more meaning in life and inner satisfaction. Thanks to exchange, discussions, pointing out perspectives and options for action. Individually and tailor-made, it is possible to achieve a better quality of life. The goal is to shape your life in such a way that your assets, career, family, friends, leisure time and health as a whole are in balance.
We advise, manage and coach in a modern, holistic and independent way. This creates a genuine joint cooperation with you. We manage and increase your assets according to your ideas.
Your health and well-being are also important to us. We offer a Private Health Consultation and beneficial HNWIs Retreats.
Your personal success, starts with a conversation
A personal lifestyle desk, is available to each client
Our Lifestyle Desk for Experiences, Health, Lifestyle and Travel for High Net Worth Individuals, is always available to our clients. Professional services, consultations and coaching at the highest level is one of our trademarks. Learn all about our unique High Net Worth Individuals service world. We are also here for you! Please contact us if you would like to learn more.
As a modern family office, we offer very flexible solutions for families. In the professional and private context.
„What lies behind us and what lies ahead are miniscule things compared to what lies within us“. Holmes Wende, poet
© Family – Office-Service 2022