Extensive and complex family finances demand both constant monitoring and careful management. Substantial portfolios generally consist of individual investment positions built up over years or even decades. Managing such blocks of assets requires the expertise of specialists in investment, legal and tax issues. And coordinating all of these specialists involves considerable time and expense.

The experts at our Family Office can help you to optimally structure your assets and establish contacts with experienced tax advisors and attorneys.

The history behind the development of Family Office

Industrial and financial magnates were the conceptual forerunners behind the Family Office thinking. Prominent figures like John D. Rockefeller, Henry Ford, Junius S. Morgan and Alexander Hamilton created complex asset structures over time, and the challenge lay in managing these assets as an integrated whole. In many cases, fiduciaries were engaged in managing these asset structures - people such as company lawyers and family lawyers, tax advisers, bankers and specialists in real estate. This asset management also touched on the private sphere, with planning for the university education of subsequent generations, choosing the most suitable successors to manage the business, and also passing assets on to the next generation.