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Comprehensive asset expertise for our clients

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Presentation

Broad service range

We offer continuous asset management, tax/legal asset organisation and support for planning charitable projects, as well as access to our network. Our services help our clients to achieve their asset, non-profit and cross-generational objectives.

Our solutions

Asset management

We support our clients with aspects ranging from tax/legal asset statements and allocation/administrative considerations through to continuous monitoring.

Asset organisation

We assist our clients with legal and tax asset organisation and structuring as well as succession and pension planning.

Foundations and philanthropy

We provide support for structuring non-profit solutions and for targeted investments on the part of foundations, associations and municipalities.

Access to networks

Our clients can discuss their projects and interests with our network of like-minded private clients and experts and seek out their advice.

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Our team

Portrait Dr. Eike Cornelius

Dr. Eike
Cornelius

Managing Director (Frankfurt am Main)

Portrait Philipp Mahlo

Philipp
Mahlo

Managing Director (Frankfurt am Main)

Portrait Stefan Graf von Montgelas

Stefan
Graf von Montgelas

Managing Director (Frankfurt am Main)

Portrait Jürgen Unger

Jürgen
Unger

Managing Director (Frankfurt am Main)

Portrait Alice Gorge

Alice
Gorge

Head of ODDO BHF Family Office (Paris)

Portrait Clément  Cardi

Clément
Cardi

Asset Management and Organisation (Paris)

Portrait Clémence Thiaucourt

Clémence
Thiaucourt

Asset Management and Organisation (Paris)

Portrait Kaspar  Wyss

Kaspar
Wyss

Head of Family Office (Zurich)

Portrait Angelika Böckenholt

Angelika
Böckenholt

Investment Controlling et Reporting (Frankfurt am Main)

Portrait Ulrike Großmann

Ulrike
Großmann

Asset Management and Organisation (Frankfurt am Main)

Portrait Sarah Hoffmann

Sarah
Hoffmann

Asset Management and Organisation (Frankfurt am Main)

Portrait Natalja Li

Natalja
Li

Asset Management and Organisation (Frankfurt am Main)

Portrait Synke Loleit

Synke
Loleit

Foundation Office / Asset Management and Organisation (Frankfurt am Main)

Portrait Dorothée Maltzan-Radu

Dorothée
Maltzan-Radu

Asset Management and Organisation (Frankfurt am Main)

Portrait Petra Menge

Petra
Menge

Investment Controlling and Reporting (Frankfurt am Main)

Portrait Julian Nguyen-Tan

Julian
Nguyen-Tan

Asset Management and Organisation (Frankfurt am Main)

Portrait Merle Niendorf

Merle
Niendorf

Asset Management and Organisation (Frankfurt am Main)

Portrait Sepiedeh Nouri

Sepiedeh
Nouri

Investment Controlling (Frankfurt am Main)

Portrait Petra  Siebertz

Petra
Siebertz

Investment Controlling et Reporting (Frankfurt am Main)