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


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. 

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„What lies behind us and what lies ahead are miniscule things compared to what lies within us“.  Holmes Wende, poet

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