Your family's wealth in good hands.
As an interdisciplinary group of firms, the WENDELSTEIN Family Office complements our tax and business services with the management of private and business assets. Our clients rely on our services for day-to-day relief within the framework of optimal asset management.
Your benefits at a glance
- Individually tailored range of services
- Personal, professional and risk-aware support
- Fostering family cohesion
- Preservation and growth of assets
- Relief in everyday life through the handling of operational tasks
- Integrated into the firm, yet independent
- Transparent cooperation
Benefit from our range of possible services
- Support with the strategic allocation of assets across different asset classes
- Pre-selection of the best service providers and coordination of specialists
- Cross-generational wealth and succession planning
- Reporting & controlling
- Preparatory work for company formations, foundation formations and foundation management
- Fiduciary activities and execution of wills
- Personal services: payment transactions, compiling receipts for bookkeeping, powers of attorney over assets, household and property management, management of identity cards and passports
- Administration of contracts and documentation in a data management system
The other areas.
Let us talk about your situation.
In the initial meeting we clarify, without obligation, how we would work together in practice.