BEHIND THE SCENES

"Ten years ago, my uncle died in Munich without prior notice within 2 months of lung cancer.

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Since he was a very successful entrepreneur, he had, in addition to several bank accounts and discretionary asset management contracts, real estate and equity investments in his portfolio. The participating banks continued to exercise their asset management mandate, the family constantly nominated new friends as advisors and everything was completely chaotic. 

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What I experienced after his death triggered something that moved me,

and I switched to the Family Office business to help other families dealing with problems like this in an organised, structured and reliable way.

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Therefore we specialise in the needs and the existing infrastructure of the second generation family members. At the same time are we helping to transform or support the legacy business.

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We share the same diligence and professionalism like major UHNW investment firms, but with an approach that is easy to understand, transparent and uses all the resources that the market place has to offer."

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- Stefan Mülheim