Family Office Services
High Net Worth Individuals Services
HNWIs & Family Office Coaching
Wealth Management
Your personal goals and our know-how will result in the optimal investment strategy for your assets. Let’s make plans together now.
Wealth Management - the difference, is the togetherness
Through our holistic approach to mentoring and coaching, we can fully engage with your goals, your family’s goals, and the next generation’s goals. We also know that goals change, that goals need to be found, or that goals need to be refined. All this is our daily business and our passion. With us, specialists from different disciplines pull together. Investment Strategies & Direct Investment, Advice & Legal and Tax, Entrepreneurship, Business Strategies, Philanthropy, HNWIs Coaching and HNWIs Life Counseling and Estate Planning. We look forward to working with you in a spirit of trust. Take the first step and contact us. We have an international presence.
Optimal asset management across generations
Strategies and wealth generation is one thing. Optimal management across generations and doing justice to individual family members is another. We face this complex and responsible task with competence and continuity in our advice and support. By means of opportunity-oriented risk management, we help to preserve and increase our clients‘ assets while still taking into account their individual lifestyles. For us it is not the volume of assets that is important, for us it is your needs and the needs of your family and whether we can help you in the best possible way. Take the first step and contact us if you like our topics. We are internationally positioned.Talk to our advisor if there are any questions you would like to clarify.
Clear Focus
The HUMAN – the FAMILY – each generation should be able to realistically realize and provide for itself, humanly and financially
Our Services Wealth Management
Financial Planning
Retirement Planning
Estate Planning
Cash-Flow Management
Life Insurance
Investment Advisory Services
Managend Accounts
Advisory Accounts
FX Advisory
Investment Strategy
Newsletter
Muli Family Office Service
Individual asset structuring
Direct investments in companies
Overall asset management
Coordination of estate planning
Coordination of tax planning
Access to external tax and legal advisors
Coordination of a family charter
Financial education/propagation
Financial planning for the next generation
Foundation management/philanthropy
Arts/travel lifestyle investing/advisory
HNWIs Concierge Experience
Access to family office network
Regulatory planning
Governance creation or optimization
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.
© Family – Office-Service 2022