Support & Concierge Support & Concierge
Support & Concierge

Support & Concierge

To know that your assets are in good hands is one thing. To also know that we are there to answer any other questions you might have make the real difference. Our additional services provide you with extra value. We handle your matters as focused and precisely as a single family office and offer an extra service to our clients which is greatly appreciated.

Every day we demonstrate that you can rely on us. We monitor your liquidity as part of our comprehensive cash management concept. Pooling and storing all information in one location affords your protection in terms of data and document security. If you wish, we may also take responsibility for your personal security: the security of your data online, your personal security on trips and in your private environment.

With our large concierge team – completely unique amongst family offices in Germany – we provide an additional, comprehensive service in many areas of your everyday life, from daily invoice processing to individual travel management and your private office.

Accounting and Archiving

When managing the accounts for assets, the family office truthfully archives all business and accounting documents, taking regulatory requirements such as statutory retention periods into account.

Cash Management

With our cash management system, we can keep you adequately, punctually and appropriately solvent in line with your needs and specifications. With regular liquidity overviews we can control your necessary liquidity, whose limits you define yourself, in close coordination with you.

Concierge Service

The concierge team in the family office can support you with some of the responsibilities of your everyday life. This enlarges your personal freedom and makes live just easier and more comfortable.

"We provide our clients with support far beyond their asset-related requirements, ad in doing so we show ourselves to be an extraordinarily attentive and supportive family office."

Ulrike Stoffers, Head of Concierge Service

Further Topics at a Glance

A family office can be an ideal partner and support you and your family on many levels.
Any form of intensive cooperation requires mutual understanding at the level of shared values.
Our clients are looking for support with very different issues. Independent advice and moderating support can be useful here.
With our comprehensive range of advisory services, we can meet the challenging task of safeguarding larger assets over several generations.
We will be happy to take the time to provide you with more detailed and individual information and answer all your questions in a personal meeting.