We protect your values
and help your assets to develop
Presentation
Achieving your goals together
When you create a project or your priorities change, it is important to have someone you can rely on. We support our clients in organising and structuring their wealth irrespective of their respective family situation and the complexity of their assets. For more than 30 years, we have offered personalised concepts that reflect the particular values and advantages of our family office.
What we offer
International expertise
We are established in Germany, Switzerland and France and coordinate our entire expertise for the clients of ODDO BHF Family Office.
Comprehensive advisory experience
We offer many years of experience in supporting legal and tax asset structuring*, strategic asset allocation and the selection of asset managers.
*ODDO BHF Family Office does not perform legal or tax law advisory services
Independence
As an autonomous family office, we perform independent asset monitoring and provide individual advice.
Resources of the financial group
Our clients benefit from the financial group network in the form of access to corporate banking, co-investments with the owner family and financing topics, for example.
Individuality
We perform a differentiated and expert analysis of your needs and goals and offer you tailored services selected from our broad service portfolio.
Our values
A long-term mindset
We think for the long term and gear our actions toward the expectations of our clients and their successors.
Family values
We strengthen family ties and accompany assets as they are passed on to the next generation.
Discretion
Our clients’ trust and our integrity make us a worthy advisor for your assets.
Stability
We provide our clients with stable foundations thanks to our experience and professional planning.
Entrepreneurial spirit
We are characterised by personal initiative and a desire to find individual, long-term solutions.
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.
We help foundations, associations and municipalities to manage and monitor their assets. We assist you in establishing suitable investment guidelines and implementing your asset strategies efficiently and sustainably.
Belonging to a family-run financial group means we understand and share the long-term interests of our clients and feel closely connected to them. This forms the basis for the quality of the services we offer and makes us a trusted partner.
Joachim Häger
Member of the Management Board and Partner of ODDO BHF SE
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.
