We are familiar with the challenges of successful wealth management.
WEALTH MANAGEMENT
Preserve and Grow Assets
Our private wealth management practice aims to preserve and grow our clients’ assets. We are focused on generating attractive long-term returns which can be implemented via managed accounts.
For larger estates, our family office offers a bespoke solution to allocate assets and preserve and grow wealth over the long-term.
We act completely independently to avoid conflicts of interest and focus on long-term wealth creation. We are exclusively focused on the personal and financial interests of our clients.
PRIVATE WEALTH MANAGEMENT
Our private wealth management practice focuses on the professional investment of our clients’ assets. After determining your personal goals and analysing your individual situation, we jointly develop an investment policy statement for your liquid assets.
Our goal is to implement the investment strategy in a disciplined way reflecting current market developments and available investment opportunities.
Individual investment preferences can be implemented via managed accounts. Managed accounts can be geared to specific asset classes, regions, or sectors. The agreed investment strategy will be implemented cost-efficiently via the selection of appropriate securities. A special focus is placed on investments in companies with high quality and robust business models that generate attractive long-term returns for their shareholders.
FAMILY OFFICE
The objective of our family office is to preserve and grow the assets of entrepreneurial families. We are specialised in providing comprehensive advice and bespoke investment solutions to entrepreneurs and entrepreneurial families.
- Joint development with all stakeholders of a long-term investment and asset allocation strategy
- Strategic allocation to various asset classes such as privately held companies, real estate, liquid assets such as stocks and bonds, private equity and venture capital
- Structuring the estate in term of governance, legal incorporation, management organisation and potential asset transfer across generations
- Ongoing controlling and reporting
- Advice on acquisitions and company disposals as well as company and industry specific related capital markets advice
- Involvement of external experts where necessary and appropriate, e.g. lawyers, tax advisors, private equity specialists or real estate specialists.
Contact
We are happy to assist you if you have any questions
about our private wealth management and
family office solutions.
Phone: +49 69 5095 894 44
E-mail: info@spinozacapital.com
