Family Office Advisory
Independent Advice for Lasting Family Prosperity
I advise wealthy families and entrepreneurs in structuring, managing, and sustaining their wealth across generations. My Family Office Advisory combines strategic asset allocation, transparent reporting, and access to private markets with a focus on governance, sustainability, and long-term prosperity. As an independent partner, I act solely in your family’s best interest, aligning financial strategy with personal values and legacy goals.
1. Strategic Asset Allocation & Portfolio Architecture
I develop customized asset allocation frameworks tailored to your family’s investment objectives, risk tolerance, and liquidity needs. My approach integrates traditional and alternative investments to build portfolios that are robust, transparent, and aligned with your long-term goals.
2. Performance Controlling & Transparent Reporting
I deliver independent performance measurement and consolidated reporting across banks, custodians, and asset classes. My transparent reporting gives you full oversight of costs, risks, and results, ensuring clarity, accountability, and informed decision-making.
3. Alternative Investments & Private Markets Access
I support your family in evaluating and structuring private market opportunities including club deals in private equity, private credit, and real estate. My due diligence process strengthens your investment decisions by assessing governance, transparency, and value creation potential, ensuring that each opportunity fits your long-term objectives.
4. ESG & Sustainable Investment Strategy
I integrate Environmental, Social, and Governance (ESG) principles into your overall portfolio strategy and design comprehensive ESG solutions that reflect your family’s values. My goal is to align your investments with your family’s values, creating both financial and ESG returns while preserving wealth for future generations.
Who might need my Family Office Avisory Services?
Case Study 1: German Industrial Dynasty Transformation
Challenge: A fourth-generation German family controlling a €180M industrial enterprise faced governance challenges and diverging generational priorities. Younger members sought ESG integration and liquidity, while senior members focused on preservation and legacy.
I developed a comprehensive modernization strategy combining clear governance, transparent performance reporting, and an ESG-aligned portfolio architecture. The new framework separated business ownership from financial investments, established professional oversight, and introduced selective liquidity options without destabilizing core assets.
Outcome: Within 14 months, the family approved the new structure, enabling three younger members to realize €12M in liquidity while strengthening unity. The repositioned portfolio reduced carbon intensity by 40% and improved risk-adjusted returns by 180 basis points.
Case Study 2: International Entrepreneur Exit & Legacy Structuring
Challenge: Following the €85M sale of a Munich-based software company, I supported the founder in designing a cross-border wealth architecture across Germany, Switzerland, and the U.S. The objective was to secure multi-generational wealth while maintaining entrepreneurial flexibility.
My solution combined tax-efficient structures with an institutional-quality portfolio design and selective allocation to private markets. A €15M family foundation anchored the family’s ESG and philanthropic engagement.
Outcome: Tax exposure was reduced by €8.8M, a diversified portfolio across 12 asset classes was implemented over 36 months, and a dedicated venture fund allowed the founder to remain active in innovation while ensuring long-term wealth preservation.
Case Study 3: Bavarian Family Business Sale & Wealth Transition
Challenge: After the €38M sale of a 120-year-old Bavarian manufacturing firm, the family sought guidance on managing newfound liquidity and creating a stable income base.
I designed a tailored asset allocation and portfolio architecture emphasizing capital preservation, risk control, and income generation. The solution included professional reporting and quarterly performance controlling to ensure transparency across holdings.
Outcome: The portfolio achieved a 5.2% net return after 18 months, providing €900K in annual income and maintaining a capital base of €36.5M. A next-generation education program strengthened the family’s investment literacy and engagement in long-term wealth stewardship.
Contact Me
Schedule Your Confidential Wealth Strategy Consultation
For qualified clients, I offer a complimentary 1-hour initial consultation designed to understand your unique situation and objectives.
This exploratory conversation provides an opportunity to:
✓ Discuss your financial goals, time horizon, and risk considerations.
✓ Explore how academic research and institutional best practices might improve your wealth strategy.
✓ Determine whether my advisory approach aligns with your needs and expectations.
Meetings are available in Munich, Frankfurt, or via secure digital connection. All consultations are conducted with the highest level of discretion and are covered by a professional confidentiality agreement.