Family office

Our expertise
for your future

Presentation

At the side of families for 30 years

Protecting and developing family assets, many of which have been built up over generations, requires a far-sighted professional perspective. Our mission is to open up all the available opportunities in order to meet our clients’ needs and help them to achieve their long-term interests.


Expertises

  1. Asset management

    The composition of our clients’ assets is becoming increasingly varied. To help them to achieve their goals, we support them in areas ranging from tax and legal issues through to administrative aspects and continuous asset monitoring. We begin with a needs analysis, assist them in determining and implementing their strategy, and offer comprehensive reporting.

  2. Asset organisation

    We help our clients to analyse their asset situation and develop an individual family strategy so that we can structure their investments optimally with regard to tax law, arrange proactive succession planning and safeguard their pension provision and family management.

  3. Foundations and philanthropy

    We contribute to the success of our family clients’ charitable organisations and projects by helping them to set up and arrange asset management for foundations and non-profit solutions.

  4. Access to networks

    From collectors and entrepreneurs to managing directors, our family office clients gain access to a wide network of private clients with the same interests and experts who can offer tailored advisory services and solutions.

Key Figures

+30

years of Family Office experience

25

employees at ODDO BHF Family Office

3

locations in Frankfurt, Paris and Zurich

Meet Us

Germany

The family office team at ODDO BHF in Frankfurt offers a broad range of services including wealth architecture, wealth management and wealth monitoring.

France

The modular service offering of the ODDO BHF family office team in Paris includes services such as asset organisation, family governance and asset management.

Switzerland

The modular service offering of the ODDO BHF family office team in Zurich ranges from asset organisation and management to comprehensive asset servicing.