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

#Decoding

How can we limit plastic waste pollution?

358 million tonnes… that’s how much plastic was produced worldwide in 2018. While it is useful in many ways, it is also a real source of pollution, which needs to be limited.

Our management teams have identified innovative companies in the fields of recycling, bio-based plastics and alternatives to plastic.


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Nous rencontrer

Allemagne

Le Family Office de ODDO BHF à Francfort propose une gamme de services complémentaires incluant l’organisation, la gestion et l’administration de patrimoine.

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France

Le Family Office de ODDO BHF à Paris offre des services modulaires allant de l'organisation du patrimoine et de la gouvernance familiale à la gestion financière.

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Suisse

Le Family Office de ODDO BHF à Zurich propose un service modulaire allant de l'organisation patrimoniale au pilotage d’actifs en passant par le suivi patrimonial.

Nous contacter