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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

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.

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.

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.

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

employees at ODDO BHF Family Office

locations in Frankfurt, Paris and Zurich

#Décryptage

Quelles solutions pour limiter la pollution des déchets plastiques ?

358 millions de tonnes... soit la production mondiale de plastique en 2018. S'il rend de multiples services, il est aussi une véritable source de pollution dont il faut limiter les effets.
Nos équipes de gestion ont identifié des sociétés innovantes dans le domaine du recyclage, des plastiques biosourcés et des alternatives au plastique.

Visionner

More about us

Germany

ODDO BHF’s family office team in Frankfurt offers a wide range of asset architecture, management and monitoring services.

France

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

Switzerland

The modular service range of ODDO BHF’s family office team in Zurich includes services from asset organisation and controlling through to comprehensive asset management.

Our expertise for your future